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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 | $2,412 | $58,888-95.9% | $178,499-98.6% | $73,493-96.7% |
| Participation rate | 66.7% | 66.2%+0.4pp | 81.9%-15.3pp | 70.7%-4.0pp |
| Annual return | 23.12% | 24.86%-1.7pp | 151.10%-128.0pp | 28.51%-5.4pp |
| Employer contribution / active EE | $185 | $2,236-91.7% | $5,011-96.3% | $2,270-91.8% |
| Participant deferral / active EE | $806 | $2,568-68.6% | $5,202-84.5% | $3,740-78.5% |
| Admin fee / account holder | $27 | $400-93.2% | $13,986-99.8% | $513-94.7% |