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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $11,089 | $42,396-73.8% | $67,313-83.5% | $56,287-80.3% |
| Participation rate | 67.3% | 61.0%+6.4pp | 69.1%-1.7pp | 69.9%-2.5pp |
| Annual return | -10.39% | -36.63%+26.2pp | -4.08%-6.3pp | -9.96%-0.4pp |
| Employer contribution / active EE | $636 | $1,414-55.0% | $2,566-75.2% | $2,111-69.9% |
| Participant deferral / active EE | $1,210 | $2,360-48.7% | $3,568-66.1% | $3,350-63.9% |
| Admin fee / account holder | $89 | $510-82.6% | $4,507-98.0% | $521-82.9% |