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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 | $14,956 | $81,487-81.6% | $102,412-85.4% | $80,935-81.5% |
| Participation rate | 58.1% | 66.8%-8.7pp | 74.5%-16.4pp | 67.7%-9.5pp |
| Annual return | 15.66% | 25.60%-9.9pp | 24.94%-9.3pp | 35.66%-20.0pp |
| Employer contribution / active EE | $82 | $3,103-97.3% | $3,870-97.9% | $2,757-97.0% |
| Participant deferral / active EE | $2,600 | $3,871-32.8% | $5,060-48.6% | $4,299-39.5% |
| Admin fee / account holder | $162 | $6,717-97.6% | $8,388-98.1% | $6,924-97.7% |