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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $2,431 | $30,423-92.0% | $56,025-95.7% | $74,478-96.7% |
| Participation rate | 45.1% | 32.9%+12.3pp | 52.5%-7.4pp | 67.2%-22.1pp |
| Annual return | 6.63% | 24.97%-18.3pp | 1712.69%-1706.1pp | 1370.56%-1363.9pp |
| Employer contribution / active EE | $120 | $610-80.3% | $1,042-88.5% | $2,626-95.4% |
| Participant deferral / active EE | $350 | $1,176-70.2% | $1,955-82.1% | $4,350-92.0% |
| Admin fee / account holder | $81 | $2,363-96.6% | $2,828-97.1% | $1,946-95.8% |