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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 | $822 | $23,224-96.5% | $71,089-98.8% | $55,725-98.5% |
| Participation rate | 16.7% | 37.9%-21.2pp | 54.6%-37.9pp | 70.9%-54.1pp |
| Annual return | 0.00% | -2.87%+2.9pp | 650.65%-650.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $148 | $929-84.0% | $1,873-92.1% | $3,356-95.6% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |