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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 | $5,529 | $35,986-84.6% | $77,552-92.9% | $73,497-92.5% |
| Participation rate | 69.4% | 40.8%+28.6pp | 54.2%+15.3pp | 70.7%-1.2pp |
| Annual return | 14.69% | 19.26%-4.6pp | 54.82%-40.1pp | 28.51%-13.8pp |
| Employer contribution / active EE | $256 | $557-54.1% | $987-74.1% | $2,270-88.7% |
| Participant deferral / active EE | $347 | $1,198-71.0% | $1,861-81.3% | $3,740-90.7% |
| Admin fee / account holder | $277 | $466-40.5% | $2,859-90.3% | $513-46.0% |