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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $13,424 | $59,328-77.4% | $118,914-88.7% | $73,497-81.7% |
| Participation rate | 49.2% | 62.3%-13.1pp | 75.4%-26.2pp | 70.7%-21.5pp |
| Annual return | 11.06% | 19.13%-8.1pp | 35.89%-24.8pp | 28.51%-17.5pp |
| Employer contribution / active EE | $289 | $1,803-84.0% | $3,264-91.1% | $2,270-87.3% |
| Participant deferral / active EE | $1,694 | $2,604-35.0% | $4,266-60.3% | $3,740-54.7% |
| Admin fee / account holder | $10 | $600-98.4% | $6,582-99.9% | $513-98.1% |