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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,826 | $88,122-92.3% | $141,197-95.2% | $67,582-89.9% |
| Participation rate | 0.0% | 76.5%-76.5pp | 82.5%-82.5pp | 71.3%-71.3pp |
| Annual return | 80.66% | 75.40%+5.3pp | 71.41%+9.3pp | 378.57%-297.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $463 | $5,958-92.2% | $6,710-93.1% | $3,539-86.9% |
| Admin fee / account holder | $63 | $131-52.0% | $10,265-99.4% | $142-55.8% |