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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 | $2,155 | $29,569-92.7% | $56,077-96.2% | $77,714-97.2% |
| Participation rate | 22.7% | 32.6%-9.9pp | 52.5%-29.8pp | 70.6%-47.9pp |
| Annual return | 12.81% | 18.90%-6.1pp | 1709.28%-1696.5pp | 31.26%-18.4pp |
| Employer contribution / active EE | $95 | $569-83.2% | $1,040-90.8% | $2,727-96.5% |
| Participant deferral / active EE | $274 | $1,061-74.1% | $1,954-86.0% | $4,649-94.1% |
| Admin fee / account holder | $115 | $1,042-88.9% | $2,825-95.9% | $433-73.4% |