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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,004 | $52,961-81.1% | $172,755-94.2% | $65,185-84.7% |
| Participation rate | 17.4% | 66.2%-48.8pp | 82.6%-65.3pp | 70.2%-52.8pp |
| Annual return | 20.81% | 30.12%-9.3pp | 802.94%-782.1pp | 29.38%-8.6pp |
| Employer contribution / active EE | $41 | $2,190-98.1% | $5,144-99.2% | $2,177-98.1% |
| Participant deferral / active EE | $848 | $2,471-65.7% | $5,198-83.7% | $3,514-75.9% |
| Admin fee / account holder | $9 | $472-98.0% | $13,955-99.9% | $847-98.9% |