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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $11,483 | $51,466-77.7% | $78,778-85.4% | $62,293-81.6% |
| Participation rate | 38.3% | 59.8%-21.5pp | 69.2%-30.9pp | 69.5%-31.2pp |
| Annual return | 14.01% | 19.96%-5.9pp | 35.62%-21.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,710 | $2,147-20.4% | $2,958-42.2% | $3,169-46.0% |
| Admin fee / account holder | $57 | $489-88.4% | $5,134-98.9% | $479-88.2% |