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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $1,766 | $46,464-96.2% | $150,298-98.8% | $79,634-97.8% |
| Participation rate | 44.3% | 57.0%-12.6pp | 77.8%-33.4pp | 62.5%-18.1pp |
| Annual return | 31.73% | 27.89%+3.8pp | 62.79%-31.1pp | 36.46%-4.7pp |
| Employer contribution / active EE | $140 | $1,512-90.7% | $4,154-96.6% | $2,529-94.5% |
| Participant deferral / active EE | $741 | $2,157-65.6% | $5,453-86.4% | $3,835-80.7% |
| Admin fee / account holder | $256 | $891-71.3% | $14,116-98.2% | $1,002-74.5% |