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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 | $36,002-95.1% | $161,489-98.9% | $64,728-97.3% |
| Participation rate | 44.3% | 57.4%-13.1pp | 78.7%-34.4pp | 57.9%-13.6pp |
| Annual return | 31.73% | 33.93%-2.2pp | 89.72%-58.0pp | 49.38%-17.7pp |
| Employer contribution / active EE | $140 | $1,380-89.8% | $4,268-96.7% | $2,243-93.7% |
| Participant deferral / active EE | $741 | $1,815-59.2% | $5,630-86.8% | $2,729-72.8% |
| Admin fee / account holder | $256 | $931-72.5% | $16,006-98.4% | $1,145-77.7% |