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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 | $11,669 | $51,288-77.2% | $81,991-85.8% | $73,412-84.1% |
| Participation rate | 12.4% | 64.0%-51.6pp | 69.3%-56.8pp | 72.2%-59.8pp |
| Annual return | 19.17% | 29.48%-10.3pp | 41.31%-22.1pp | 59.30%-40.1pp |
| Employer contribution / active EE | $293 | $1,487-80.3% | $2,498-88.3% | $2,234-86.9% |
| Participant deferral / active EE | $291 | $2,715-89.3% | $3,722-92.2% | $3,806-92.4% |
| Admin fee / account holder | $55 | $125-56.2% | $5,665-99.0% | $158-65.3% |