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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,193 | $81,358-94.8% | $155,556-97.3% | $80,959-94.8% |
| Participation rate | 48.6% | 66.3%-17.6pp | 78.2%-29.6pp | 67.7%-19.0pp |
| Annual return | 11.63% | 33.39%-21.8pp | 64.84%-53.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $373 | $3,106-88.0% | $4,675-92.0% | $2,757-86.5% |
| Participant deferral / active EE | $1,014 | $3,455-70.6% | $5,631-82.0% | $4,300-76.4% |
| Admin fee / account holder | $47 | $7,994-99.4% | $15,885-99.7% | $6,925-99.3% |