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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,664 | $75,183-95.1% | $123,894-97.0% | $55,167-93.4% |
| Participation rate | 37.1% | 72.8%-35.8pp | 81.4%-44.3pp | 69.0%-31.9pp |
| Annual return | 10.60% | 19.01%-8.4pp | 47.52%-36.9pp | 169.23%-158.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $593 | $5,084-88.3% | $5,984-90.1% | $3,054-80.6% |
| Admin fee / account holder | $12 | $663-98.2% | $8,357-99.9% | $504-97.7% |