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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 | $15,661 | $71,192-78.0% | $117,857-86.7% | $62,293-74.9% |
| Participation rate | 26.8% | 74.2%-47.5pp | 79.7%-52.9pp | 69.5%-42.8pp |
| Annual return | 16.95% | 18.66%-1.7pp | 335.09%-318.1pp | 28.90%-11.9pp |
| Employer contribution / active EE | $569 | $1,934-70.6% | $3,786-85.0% | $2,042-72.1% |
| Participant deferral / active EE | $806 | $3,189-74.7% | $4,482-82.0% | $3,169-74.6% |
| Admin fee / account holder | $6 | $587-98.9% | $8,020-99.9% | $479-98.7% |