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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,063 | $55,122-89.0% | $104,639-94.2% | $73,497-91.8% |
| Participation rate | 64.8% | 67.7%-3.0pp | 74.1%-9.3pp | 70.7%-5.9pp |
| Annual return | 30.89% | 24.77%+6.1pp | 340.67%-309.8pp | 28.51%+2.4pp |
| Employer contribution / active EE | $538 | $1,464-63.2% | $2,682-79.9% | $2,270-76.3% |
| Participant deferral / active EE | $1,291 | $2,919-55.8% | $3,738-65.5% | $3,740-65.5% |
| Admin fee / account holder | $102 | $423-75.8% | $6,465-98.4% | $513-80.0% |