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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,559 | $73,404-78.8% | $87,103-82.1% | $67,582-77.0% |
| Participation rate | 52.4% | 80.9%-28.5pp | 76.9%-24.5pp | 71.3%-18.9pp |
| Annual return | 21.80% | 48.29%-26.5pp | 28.19%-6.4pp | 378.57%-356.8pp |
| Employer contribution / active EE | $1,043 | $2,014-48.2% | $2,521-58.6% | $2,148-51.4% |
| Participant deferral / active EE | $1,644 | $3,913-58.0% | $4,049-59.4% | $3,539-53.6% |
| Admin fee / account holder | $9 | $142-93.3% | $7,491-99.9% | $142-93.3% |