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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 | $14,605 | $54,573-73.2% | $90,970-83.9% | $73,497-80.1% |
| Participation rate | 13.5% | 61.2%-47.6pp | 69.0%-55.5pp | 70.7%-57.2pp |
| Annual return | 21.50% | 16.69%+4.8pp | 134.60%-113.1pp | 28.51%-7.0pp |
| Employer contribution / active EE | $302 | $991-69.5% | $2,122-85.8% | $2,270-86.7% |
| Participant deferral / active EE | $628 | $2,517-75.1% | $3,373-81.4% | $3,740-83.2% |
| Admin fee / account holder | $82 | $521-84.3% | $5,961-98.6% | $513-84.1% |