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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 | $9,212 | $51,466-82.1% | $78,778-88.3% | $62,293-85.2% |
| Participation rate | 42.2% | 59.8%-17.6pp | 69.2%-27.0pp | 69.5%-27.4pp |
| Annual return | 16.39% | 19.96%-3.6pp | 35.62%-19.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $468 | $827-43.5% | $1,986-76.4% | $2,042-77.1% |
| Participant deferral / active EE | $700 | $2,147-67.4% | $2,958-76.4% | $3,169-77.9% |
| Admin fee / account holder | $69 | $489-85.8% | $5,134-98.6% | $479-85.5% |