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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,642 | $66,319-61.3% | $93,621-72.6% | $65,186-60.7% |
| Participation rate | 45.9% | 74.0%-28.1pp | 75.8%-29.9pp | 70.2%-24.3pp |
| Annual return | 32.74% | 42.59%-9.8pp | 32.76%0pp | 29.39%+3.4pp |
| Employer contribution / active EE | $1,208 | $2,013-40.0% | $2,719-55.6% | $2,177-44.5% |
| Participant deferral / active EE | $1,886 | $3,343-43.6% | $4,070-53.7% | $3,514-46.3% |
| Admin fee / account holder | $6 | $6,900-99.9% | $7,890-99.9% | $847-99.3% |