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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 | $10,066 | $59,535-83.1% | $90,161-88.8% | $62,293-83.8% |
| Participation rate | 66.2% | 73.0%-6.9pp | 76.9%-10.7pp | 69.5%-3.4pp |
| Annual return | 53.89% | 23.53%+30.4pp | 34.89%+19.0pp | 28.90%+25.0pp |
| Employer contribution / active EE | $1,196 | $1,826-34.5% | $3,318-64.0% | $2,042-41.4% |
| Participant deferral / active EE | $2,054 | $4,639-55.7% | $5,287-61.2% | $3,169-35.2% |
| Admin fee / account holder | $105 | $337-68.9% | $5,943-98.2% | $479-78.2% |