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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $11,362 | $88,324-87.1% | $115,037-90.1% | $55,191-79.4% |
| Participation rate | 53.8% | 72.5%-18.8pp | 81.4%-27.6pp | 69.2%-15.4pp |
| Annual return | -3.03% | 6.30%-9.3pp | 26.14%-29.2pp | 10.78%-13.8pp |
| Employer contribution / active EE | $1,065 | $2,805-62.0% | $4,608-76.9% | $1,899-43.9% |
| Participant deferral / active EE | $1,930 | $5,042-61.7% | $6,026-68.0% | $3,046-36.6% |
| Admin fee / account holder | $24 | $105-77.3% | $8,175-99.7% | $91-73.6% |