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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 | $7,275 | $46,423-84.3% | $75,894-90.4% | $67,579-89.2% |
| Participation rate | 15.4% | 63.1%-47.7pp | 69.3%-53.9pp | 71.3%-55.9pp |
| Annual return | 29.01% | 32.29%-3.3pp | 30.76%-1.8pp | 378.56%-349.6pp |
| Employer contribution / active EE | $438 | $1,406-68.8% | $2,501-82.5% | $2,148-79.6% |
| Participant deferral / active EE | $367 | $2,564-85.7% | $3,603-89.8% | $3,539-89.6% |
| Admin fee / account holder | $39 | $132-70.2% | $5,420-99.3% | $142-72.4% |