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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $8,259 | $36,916-77.6% | $156,551-94.7% | $57,658-85.7% |
| Participation rate | 61.4% | 63.4%-2.0pp | 84.0%-22.6pp | 70.2%-8.8pp |
| Annual return | 8.60% | 12.38%-3.8pp | 32.23%-23.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $218 | $1,571-86.1% | $5,501-96.0% | $1,974-88.9% |
| Participant deferral / active EE | $644 | $1,926-66.6% | $4,871-86.8% | $3,061-79.0% |
| Admin fee / account holder | $2 | $82-97.2% | $13,028-100.0% | $95-97.5% |