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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 | $19,838 | $75,183-73.6% | $123,894-84.0% | $55,167-64.0% |
| Participation rate | 21.6% | 72.8%-51.2pp | 81.4%-59.8pp | 69.0%-47.4pp |
| Annual return | 7.44% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $581 | $2,823-79.4% | $4,617-87.4% | $1,963-70.4% |
| Participant deferral / active EE | $853 | $5,084-83.2% | $5,984-85.7% | $3,054-72.1% |
| Admin fee / account holder | $25 | $663-96.2% | $8,357-99.7% | $504-95.0% |