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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 | $429 | $54,213-99.2% | $93,696-99.5% | $77,736-99.4% |
| Participation rate | 64.4% | 64.0%+0.5pp | 68.7%-4.3pp | 70.6%-6.1pp |
| Annual return | 0.00% | 30.55%-30.6pp | 133.74%-133.7pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $397 | $3,145-87.4% | $4,417-91.0% | $4,651-91.5% |
| Admin fee / account holder | $1 | $575-99.9% | $8,287-100.0% | $433-99.8% |