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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,443 | $66,650-78.3% | $92,915-84.5% | $67,582-78.6% |
| Participation rate | 32.9% | 72.5%-39.6pp | 76.0%-43.1pp | 71.3%-38.4pp |
| Annual return | 29.66% | 92.64%-63.0pp | 109.45%-79.8pp | 378.57%-348.9pp |
| Employer contribution / active EE | $883 | $2,777-68.2% | $3,653-75.8% | $2,148-58.9% |
| Participant deferral / active EE | $1,322 | $3,160-58.1% | $4,238-68.8% | $3,539-62.6% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |