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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,821 | $45,119-89.3% | $85,126-94.3% | $74,429-93.5% |
| Participation rate | 67.8% | 49.4%+18.4pp | 67.5%+0.2pp | 67.2%+0.6pp |
| Annual return | 0.00% | 26.28%-26.3pp | 66.63%-66.6pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,222 | $2,738+54.2% | $4,523-6.7% | $4,348-2.9% |
| Admin fee / account holder | $9 | $2,214-99.6% | $6,160-99.9% | $1,944-99.5% |