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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 | $2,549 | $102,661-97.5% | $151,645-98.3% | $66,949-96.2% |
| Participation rate | 24.0% | 85.5%-61.5pp | 87.5%-63.5pp | 69.8%-45.8pp |
| Annual return | 0.00% | -10.81%+10.8pp | 3.34%-3.3pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $6,165-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $882 | $6,645-86.7% | $8,363-89.4% | $4,239-79.2% |
| Admin fee / account holder | $5 | $630-99.1% | $11,614-100.0% | $594-99.1% |