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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 | $6,582 | $61,473-89.3% | $81,726-91.9% | $73,412-91.0% |
| Participation rate | 6.3% | 72.4%-66.1pp | 72.0%-65.7pp | 72.2%-65.9pp |
| Annual return | 0.00% | 28.26%-28.3pp | 29.49%-29.5pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,311-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $400 | $3,080-87.0% | $7,108-94.4% | $3,806-89.5% |
| Admin fee / account holder | $0 | $125-100.0% | $5,160-100.0% | $158-100.0% |