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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 | $996 | $50,919-98.0% | $155,556-99.4% | $77,762-98.7% |
| Participation rate | 54.3% | 63.1%-8.8pp | 78.2%-23.9pp | 70.6%-16.3pp |
| Annual return | 22.83% | 34.84%-12.0pp | 64.84%-42.0pp | 31.27%-8.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $511 | $2,824-81.9% | $5,631-90.9% | $4,651-89.0% |
| Admin fee / account holder | $4 | $437-99.0% | $15,885-100.0% | $433-99.0% |