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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $21,226 | $89,367-76.2% | $141,191-85.0% | $72,975-70.9% |
| Participation rate | 48.7% | 75.1%-26.4pp | 82.5%-33.8pp | 69.5%-20.8pp |
| Annual return | 22.06% | 111.87%-89.8pp | 71.41%-49.3pp | 81.01%-59.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,423 | $5,419-36.8% | $6,710-49.0% | $3,608-5.1% |
| Admin fee / account holder | $25 | $5,957-99.6% | $10,264-99.8% | $5,124-99.5% |