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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,847 | $99,957-89.1% | $149,715-92.8% | $73,493-85.2% |
| Participation rate | 15.4% | 75.7%-60.3pp | 82.5%-67.0pp | 70.7%-55.3pp |
| Annual return | 75.09% | 53.87%+21.2pp | 276.66%-201.6pp | 28.51%+46.6pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,034 | $6,073-83.0% | $6,842-84.9% | $3,740-72.4% |
| Admin fee / account holder | $15 | $551-97.3% | $9,310-99.8% | $513-97.1% |