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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 | $6,967 | $52,884-86.8% | $84,753-91.8% | $55,167-87.4% |
| Participation rate | 68.9% | 67.5%+1.3pp | 76.6%-7.7pp | 69.0%-0.1pp |
| Annual return | 6.04% | 18.03%-12.0pp | 22.78%-16.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $693 | $2,233-69.0% | $3,574-80.6% | $1,963-64.7% |
| Participant deferral / active EE | $204 | $2,644-92.3% | $3,712-94.5% | $3,054-93.3% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |