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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).
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 | $12,096 | $46,732-74.1% | $156,551-92.3% | $55,167-78.1% |
| Participation rate | 49.7% | 65.8%-16.1pp | 84.0%-34.3pp | 69.0%-19.3pp |
| Annual return | 8.27% | 17.72%-9.5pp | 32.23%-24.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $213 | $2,204-90.3% | $4,871-95.6% | $3,054-93.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |