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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 | $9,678 | $74,089-86.9% | $133,975-92.8% | $55,167-82.5% |
| Participation rate | 25.9% | 84.3%-58.4pp | 87.1%-61.1pp | 69.0%-43.1pp |
| Annual return | 40.24% | 12.11%+28.1pp | 29.29%+11.0pp | 169.23%-129.0pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,049 | $4,678-56.2% | $6,282-67.4% | $3,054-32.9% |
| Admin fee / account holder | $18 | $458-96.1% | $9,324-99.8% | $504-96.5% |