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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 | $21,118 | $74,552-71.7% | $63,018-66.5% | $69,631-69.7% |
| Participation rate | 21.0% | 78.3%-57.2pp | 74.8%-53.8pp | 70.7%-49.7pp |
| Annual return | 25.62% | 15.77%+9.9pp | 87.62%-62.0pp | 27571.02%-27545.4pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $759 | $2,974-74.5% | $3,330-77.2% | $3,224-76.5% |
| Admin fee / account holder | $31 | $59-47.4% | $3,601-99.1% | $110-71.7% |