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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,348 | $80,753-71.1% | $136,298-82.9% | $62,293-62.5% |
| Participation rate | 11.1% | 73.5%-62.4pp | 81.9%-70.8pp | 69.5%-58.4pp |
| Annual return | 16.26% | 35.83%-19.6pp | 5156.27%-5140.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $568 | $5,164-89.0% | $6,247-90.9% | $3,169-82.1% |
| Admin fee / account holder | $72 | $525-86.4% | $9,244-99.2% | $479-85.1% |