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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $687 | $155,795-99.6% | $136,298-99.5% | $69,631-99.0% |
| Participation rate | 4.8% | 75.2%-70.4pp | 81.9%-77.1pp | 70.7%-65.9pp |
| Annual return | 0.00% | 232464.33%-232464.3pp | 5156.27%-5156.3pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $33 | $5,394-99.4% | $6,247-99.5% | $3,224-99.0% |
| Admin fee / account holder | $0 | $128-99.8% | $9,244-100.0% | $110-99.8% |