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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 | $16,876 | $51,466-67.2% | $78,778-78.6% | $62,293-72.9% |
| Participation rate | 19.8% | 59.8%-40.0pp | 69.2%-49.4pp | 69.5%-49.7pp |
| Annual return | 16.68% | 19.96%-3.3pp | 35.62%-18.9pp | 28.90%-12.2pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $397 | $2,147-81.5% | $2,958-86.6% | $3,169-87.5% |
| Admin fee / account holder | $7 | $489-98.6% | $5,134-99.9% | $479-98.6% |