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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 | $5,413 | $61,125-91.1% | $94,057-94.2% | $87,485-93.8% |
| Participation rate | 45.2% | 64.1%-18.8pp | 73.3%-28.1pp | 68.9%-23.7pp |
| Annual return | 12.70% | 35.20%-22.5pp | 480.62%-467.9pp | 26.06%-13.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $862 | $3,260-73.6% | $4,709-81.7% | $4,274-79.8% |
| Admin fee / account holder | $104 | $5,629-98.2% | $7,244-98.6% | $7,775-98.7% |