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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 | $16,313 | $54,573-70.1% | $90,970-82.1% | $73,497-77.8% |
| Participation rate | 37.7% | 61.2%-23.4pp | 69.0%-31.3pp | 70.7%-33.0pp |
| Annual return | 62.11% | 16.69%+45.4pp | 134.60%-72.5pp | 28.51%+33.6pp |
| Employer contribution / active EE | $38 | $991-96.2% | $2,122-98.2% | $2,270-98.3% |
| Participant deferral / active EE | $3,199 | $2,517+27.1% | $3,373-5.2% | $3,740-14.5% |
| Admin fee / account holder | $1 | $521-99.7% | $5,961-100.0% | $513-99.7% |