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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $877 | $42,901-98.0% | $91,225-99.0% | $64,819-98.6% |
| Participation rate | 40.3% | 68.1%-27.9pp | 73.2%-32.9pp | 71.5%-31.2pp |
| Annual return | 0.00% | -13.53%+13.5pp | 114.12%-114.1pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $2,851-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $471 | $3,501-86.5% | $4,233-88.9% | $4,311-89.1% |
| Admin fee / account holder | $1 | $131-99.3% | $5,422-100.0% | $188-99.5% |