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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 | $3,717 | $43,423-91.4% | $78,675-95.3% | $55,167-93.3% |
| Participation rate | 56.3% | 68.0%-11.7pp | 73.6%-17.3pp | 69.0%-12.7pp |
| Annual return | 32.00% | 11.53%+20.5pp | 62.19%-30.2pp | 169.23%-137.2pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $857 | $2,509-65.8% | $3,517-75.6% | $3,054-71.9% |
| Admin fee / account holder | $25 | $416-94.1% | $4,510-99.5% | $504-95.1% |