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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,684 | $59,105-85.3% | $160,009-94.6% | $66,938-87.0% |
| Participation rate | 10.0% | 68.1%-58.1pp | 78.0%-68.0pp | 69.8%-59.8pp |
| Annual return | 8.77% | -12.26%+21.0pp | 408.85%-400.1pp | 1.58%+7.2pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,225-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $190 | $4,395-95.7% | $6,183-96.9% | $4,238-95.5% |
| Admin fee / account holder | $139 | $591-76.5% | $8,715-98.4% | $594-76.6% |