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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 | $16,558 | $51,466-67.8% | $78,778-79.0% | $62,293-73.4% |
| Participation rate | 23.7% | 59.8%-36.1pp | 69.2%-45.5pp | 69.5%-45.8pp |
| Annual return | 26.17% | 19.96%+6.2pp | 35.62%-9.5pp | 28.90%-2.7pp |
| Employer contribution / active EE | $432 | $827-47.8% | $1,986-78.3% | $2,042-78.9% |
| Participant deferral / active EE | $898 | $2,147-58.2% | $2,958-69.6% | $3,169-71.7% |
| Admin fee / account holder | $8 | $489-98.5% | $5,134-99.9% | $479-98.4% |