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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 | $14,148 | $42,546-66.7% | $71,796-80.3% | $55,167-74.4% |
| Participation rate | 18.2% | 59.1%-40.9pp | 69.1%-50.9pp | 69.0%-50.8pp |
| Annual return | 7.08% | 12.36%-5.3pp | 78.04%-71.0pp | 169.23%-162.1pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $342 | $2,064-83.4% | $2,794-87.8% | $3,054-88.8% |
| Admin fee / account holder | $17 | $650-97.4% | $4,815-99.6% | $504-96.6% |