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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 | $25,961 | $100,060-74.1% | $149,721-82.7% | $70,126-63.0% |
| Participation rate | 54.5% | 83.6%-29.0pp | 87.1%-32.5pp | 69.5%-15.0pp |
| Annual return | 17.67% | 27.46%-9.8pp | 1501.67%-1484.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,197 | $3,661-67.3% | $5,444-78.0% | $2,343-48.9% |
| Participant deferral / active EE | $1,566 | $4,982-68.6% | $6,568-76.2% | $3,332-53.0% |
| Admin fee / account holder | $108 | $8,285-98.7% | $11,282-99.0% | $4,645-97.7% |