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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).
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 | $7,008 | $62,928-88.9% | $172,755-95.9% | $67,579-89.6% |
| Participation rate | 6.9% | 64.5%-57.6pp | 82.6%-75.8pp | 71.3%-64.4pp |
| Annual return | 16.07% | 30.36%-14.3pp | 802.94%-786.9pp | 378.56%-362.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $117 | $2,145-94.5% | $5,198-97.7% | $3,539-96.7% |
| Admin fee / account holder | $140 | $167-15.8% | $13,955-99.0% | $142-1.4% |