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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $14,096 | $44,425-68.3% | $67,834-79.2% | $55,167-74.4% |
| Participation rate | 44.3% | 59.7%-15.4pp | 68.8%-24.5pp | 69.0%-24.7pp |
| Annual return | 5.17% | 17.80%-12.6pp | 138.47%-133.3pp | 169.23%-164.1pp |
| Employer contribution / active EE | -$21 | $1,351-101.5% | $2,403-100.9% | $1,963-101.1% |
| Participant deferral / active EE | $1,032 | $2,166-52.4% | $3,160-67.3% | $3,054-66.2% |
| Admin fee / account holder | $61 | $530-88.5% | $4,622-98.7% | $504-87.9% |