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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 | $9,452 | $52,293-81.9% | $178,499-94.7% | $73,412-87.1% |
| Participation rate | 7.7% | 65.3%-57.7pp | 81.9%-74.3pp | 72.2%-64.5pp |
| Annual return | 15.16% | 34.75%-19.6pp | 151.10%-135.9pp | 59.30%-44.1pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $205 | $2,332-91.2% | $5,202-96.1% | $3,806-94.6% |
| Admin fee / account holder | $75 | $127-41.5% | $13,986-99.5% | $158-52.8% |