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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 | $11,756 | $89,739-86.9% | $149,721-92.1% | $62,293-81.1% |
| Participation rate | 29.7% | 85.1%-55.4pp | 87.1%-57.4pp | 69.5%-39.8pp |
| Annual return | 15.92% | 21.01%-5.1pp | 1501.67%-1485.8pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,846 | $4,797-40.7% | $6,568-56.7% | $3,169-10.2% |
| Admin fee / account holder | $22 | $551-96.1% | $11,282-99.8% | $479-95.5% |