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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 | $13,185 | $52,967-75.1% | $172,753-92.4% | $65,186-79.8% |
| Participation rate | 36.7% | 66.2%-29.5pp | 82.6%-45.9pp | 70.2%-33.5pp |
| Annual return | 56.92% | 30.12%+26.8pp | 803.00%-746.1pp | 29.39%+27.5pp |
| Employer contribution / active EE | $568 | $2,190-74.1% | $5,144-89.0% | $2,177-73.9% |
| Participant deferral / active EE | $758 | $2,471-69.3% | $5,198-85.4% | $3,514-78.4% |
| Admin fee / account holder | $154 | $472-67.4% | $13,956-98.9% | $847-81.8% |