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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 | $10,750 | $37,117-71.0% | $147,617-92.7% | $55,191-80.5% |
| Participation rate | 3.0% | 63.6%-60.6pp | 84.6%-81.6pp | 69.2%-66.2pp |
| Annual return | -0.48% | 3.44%-3.9pp | 61.98%-62.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $177 | $1,985-91.1% | $4,895-96.4% | $3,046-94.2% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |