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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 | $1,084 | $80,763-98.7% | $102,412-98.9% | $74,459-98.5% |
| Participation rate | 58.1% | 65.7%-7.5pp | 74.5%-16.4pp | 67.2%-9.1pp |
| Annual return | 13.60% | 27.57%-14.0pp | 24.94%-11.3pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $313 | $3,862-91.9% | $5,060-93.8% | $4,350-92.8% |
| Admin fee / account holder | $226 | $2,371-90.5% | $8,388-97.3% | $1,945-88.4% |