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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 | $2,801 | $62,928-95.5% | $172,753-98.4% | $67,582-95.9% |
| Participation rate | 56.3% | 64.5%-8.2pp | 82.6%-26.4pp | 71.3%-15.0pp |
| Annual return | 25.43% | 30.36%-4.9pp | 803.00%-777.6pp | 378.57%-353.1pp |
| Employer contribution / active EE | $378 | $1,636-76.9% | $5,144-92.6% | $2,148-82.4% |
| Participant deferral / active EE | $74 | $2,145-96.6% | $5,198-98.6% | $3,539-97.9% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |