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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 | $14,611 | $63,314-76.9% | $91,004-83.9% | $62,293-76.5% |
| Participation rate | 7.3% | 73.3%-66.0pp | 75.6%-68.3pp | 69.5%-62.2pp |
| Annual return | 23.36% | 21.00%+2.4pp | 4.60%+18.8pp | 28.90%-5.5pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $254 | $2,944-91.4% | $3,548-92.9% | $3,169-92.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |