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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,590 | $185,342-88.4% | $111,308-80.6% | $86,821-75.1% |
| Participation rate | 51.3% | 81.0%-29.7pp | 77.3%-26.0pp | 72.3%-21.0pp |
| Annual return | 13.76% | 500.80%-487.0pp | 54.67%-40.9pp | 97.94%-84.2pp |
| Employer contribution / active EE | $1,014 | $2,246-54.9% | $2,732-62.9% | $2,406-57.9% |
| Participant deferral / active EE | $1,516 | $4,458-66.0% | $4,487-66.2% | $4,132-63.3% |
| Admin fee / account holder | $0 | $255-100.0% | $7,965-100.0% | $170-100.0% |