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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).
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 | $9,937 | $55,453-82.1% | $170,435-94.2% | $62,293-84.0% |
| Participation rate | 63.2% | 66.4%-3.2pp | 83.6%-20.4pp | 69.5%-6.3pp |
| Annual return | 13.97% | 21.38%-7.4pp | 205.94%-192.0pp | 28.90%-14.9pp |
| Employer contribution / active EE | $463 | $2,164-78.6% | $5,432-91.5% | $2,042-77.3% |
| Participant deferral / active EE | $604 | $2,303-73.8% | $4,939-87.8% | $3,169-80.9% |
| Admin fee / account holder | $86 | $455-81.1% | $13,881-99.4% | $479-82.0% |