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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 | $6,718 | $25,302-73.4% | $74,719-91.0% | $67,579-90.1% |
| Participation rate | 48.8% | 37.8%+11.0pp | 54.5%-5.6pp | 71.3%-22.4pp |
| Annual return | 15.59% | 10291.17%-10275.6pp | 753.05%-737.5pp | 378.56%-363.0pp |
| Employer contribution / active EE | $147 | $446-67.1% | $1,084-86.5% | $2,148-93.2% |
| Participant deferral / active EE | $428 | $954-55.2% | $1,963-78.2% | $3,539-87.9% |
| Admin fee / account holder | $3 | $108-96.8% | $3,334-99.9% | $142-97.6% |