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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,111 | $29,516-92.8% | $77,513-97.3% | $90,274-97.7% |
| Participation rate | 3.0% | 33.7%-30.7pp | 54.2%-51.2pp | 73.4%-70.4pp |
| Annual return | 22.13% | 231.18%-209.1pp | 54.81%-32.7pp | 53.97%-31.8pp |
| Employer contribution / active EE | $0 | $381-100.0% | $987-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $43 | $944-95.4% | $1,861-97.7% | $4,231-99.0% |
| Admin fee / account holder | $12 | $106-88.9% | $2,859-99.6% | $114-89.7% |