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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 | $19,098 | $65,322-70.8% | $70,494-72.9% | $73,497-74.0% |
| Participation rate | 60.3% | 77.0%-16.6pp | 75.1%-14.8pp | 70.7%-10.4pp |
| Annual return | 16.70% | 15.71%+1.0pp | 109.16%-92.5pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,061 | $2,460-56.9% | $2,738-61.3% | $2,270-53.3% |
| Participant deferral / active EE | $1,232 | $3,375-63.5% | $3,711-66.8% | $3,740-67.1% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |