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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 | $21,274 | $51,466-58.7% | $78,778-73.0% | $62,293-65.8% |
| Participation rate | 32.4% | 59.8%-27.4pp | 69.2%-36.8pp | 69.5%-37.1pp |
| Annual return | 14.65% | 19.96%-5.3pp | 35.62%-21.0pp | 28.90%-14.2pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,017 | $2,147-52.7% | $2,958-65.6% | $3,169-67.9% |
| Admin fee / account holder | $242 | $489-50.6% | $5,134-95.3% | $479-49.6% |