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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,540 | $60,989-82.7% | $60,919-82.7% | $66,949-84.3% |
| Participation rate | 33.1% | 74.5%-41.4pp | 73.1%-40.0pp | 69.8%-36.7pp |
| Annual return | -23.06% | -9.60%-13.5pp | 16.96%-40.0pp | 1.57%-24.6pp |
| Employer contribution / active EE | $938 | $2,661-64.7% | $2,704-65.3% | $2,545-63.2% |
| Participant deferral / active EE | $1,409 | $3,615-61.0% | $3,814-63.0% | $4,239-66.8% |
| Admin fee / account holder | $40 | $338-88.1% | $3,228-98.8% | $594-93.2% |