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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 | $5,073 | $38,365-86.8% | $84,637-94.0% | $65,186-92.2% |
| Participation rate | 48.2% | 55.7%-7.5pp | 68.2%-20.0pp | 70.2%-22.0pp |
| Annual return | 28.43% | 32.00%-3.6pp | 258.82%-230.4pp | 29.39%-1.0pp |
| Employer contribution / active EE | $459 | $1,258-63.5% | $2,653-82.7% | $2,177-78.9% |
| Participant deferral / active EE | $679 | $2,278-70.2% | $3,900-82.6% | $3,514-80.7% |
| Admin fee / account holder | $91 | $451-79.7% | $4,914-98.1% | $847-89.2% |