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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $4,885 | $69,848-93.0% | $115,756-95.8% | $66,930-92.7% |
| Participation rate | 61.2% | 70.6%-9.4pp | 77.1%-15.9pp | 69.8%-8.6pp |
| Annual return | -18.80% | 969.66%-988.5pp | 143.14%-161.9pp | 1.57%-20.4pp |
| Employer contribution / active EE | $0 | $2,613-100.0% | $3,793-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,551 | $4,274-40.3% | $6,254-59.2% | $4,238-39.8% |
| Admin fee / account holder | $20 | $337-94.0% | $8,124-99.7% | $593-96.6% |