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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 | $8,247 | $80,753-89.8% | $136,298-93.9% | $62,293-86.8% |
| Participation rate | 69.9% | 73.5%-3.7pp | 81.9%-12.1pp | 69.5%+0.3pp |
| Annual return | 56.99% | 35.83%+21.2pp | 5156.27%-5099.3pp | 28.90%+28.1pp |
| Employer contribution / active EE | $1,785 | $2,884-38.1% | $4,696-62.0% | $2,042-12.6% |
| Participant deferral / active EE | $1,265 | $5,164-75.5% | $6,247-79.8% | $3,169-60.1% |
| Admin fee / account holder | $73 | $525-86.1% | $9,244-99.2% | $479-84.8% |