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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).
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 | $8,942 | $74,706-88.0% | $75,731-88.2% | $79,389-88.7% |
| Participation rate | 40.9% | 75.3%-34.5pp | 74.8%-34.0pp | 70.7%-29.8pp |
| Annual return | 42.97% | 18.52%+24.5pp | 104.65%-61.7pp | 116.89%-73.9pp |
| Employer contribution / active EE | $608 | $2,590-76.5% | $2,743-77.8% | $2,428-75.0% |
| Participant deferral / active EE | $1,439 | $3,533-59.3% | $3,820-62.3% | $4,046-64.4% |
| Admin fee / account holder | $22 | $374-94.2% | $3,620-99.4% | $626-96.6% |