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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,205 | $61,166-91.5% | $185,849-97.2% | $79,391-93.4% |
| Participation rate | 57.7% | 66.6%-9.0pp | 81.7%-24.0pp | 70.7%-13.0pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.10%-122.1pp | 116.88%-116.9pp |
| Employer contribution / active EE | $1,104 | $2,321-52.4% | $5,169-78.6% | $2,428-54.5% |
| Participant deferral / active EE | $1,957 | $2,789-29.8% | $5,569-64.9% | $4,046-51.6% |
| Admin fee / account holder | $9 | $710-98.7% | $16,244-99.9% | $627-98.6% |