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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 | $3,078 | $46,360-93.4% | $147,617-97.9% | $52,331-94.1% |
| Participation rate | 64.7% | 64.9%-0.2pp | 84.6%-19.9pp | 68.1%-3.4pp |
| Annual return | -0.86% | 1.62%-2.5pp | 61.98%-62.8pp | 4.54%-5.4pp |
| Employer contribution / active EE | $340 | $2,126-84.0% | $5,564-93.9% | $1,882-81.9% |
| Participant deferral / active EE | $340 | $2,258-85.0% | $4,895-93.1% | $3,022-88.8% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |