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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 | $3,653 | $28,416-87.1% | $73,545-95.0% | $69,631-94.8% |
| Participation rate | 52.2% | 38.3%+13.8pp | 54.9%-2.8pp | 70.7%-18.5pp |
| Annual return | 16.31% | -694.13%+710.4pp | -15.16%+31.5pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $96 | $430-77.8% | $1,219-92.2% | $2,032-95.3% |
| Participant deferral / active EE | $217 | $897-75.8% | $1,806-88.0% | $3,224-93.3% |
| Admin fee / account holder | $3 | $104-96.9% | $2,320-99.9% | $110-97.1% |