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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 | $2,900 | $52,884-94.5% | $84,753-96.6% | $55,167-94.7% |
| Participation rate | 68.7% | 67.5%+1.2pp | 76.6%-7.9pp | 69.0%-0.3pp |
| Annual return | 12.75% | 18.03%-5.3pp | 22.78%-10.0pp | 169.23%-156.5pp |
| Employer contribution / active EE | $705 | $2,233-68.4% | $3,574-80.3% | $1,963-64.1% |
| Participant deferral / active EE | $1,064 | $2,644-59.8% | $3,712-71.3% | $3,054-65.2% |
| Admin fee / account holder | $66 | $581-88.7% | $5,333-98.8% | $504-86.9% |