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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).
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 | $6,923 | $74,089-90.7% | $133,975-94.8% | $55,167-87.5% |
| Participation rate | 56.9% | 84.3%-27.4pp | 87.1%-30.1pp | 69.0%-12.1pp |
| Annual return | 0.00% | 12.11%-12.1pp | 29.29%-29.3pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,241 | $3,064-59.5% | $5,211-76.2% | $1,963-36.8% |
| Participant deferral / active EE | $2,065 | $4,678-55.8% | $6,282-67.1% | $3,054-32.4% |
| Admin fee / account holder | $5 | $458-98.9% | $9,324-99.9% | $504-99.0% |