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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 | $29,507-92.7% | $56,025-96.2% | $77,762-97.2% |
| Participation rate | 22.7% | 32.7%-10.0pp | 52.5%-29.8pp | 70.6%-47.9pp |
| Annual return | 12.81% | 18.90%-6.1pp | 1712.69%-1699.9pp | 31.27%-18.5pp |
| Employer contribution / active EE | $95 | $570-83.3% | $1,042-90.8% | $2,728-96.5% |
| Participant deferral / active EE | $274 | $1,062-74.2% | $1,955-86.0% | $4,651-94.1% |
| Admin fee / account holder | $115 | $1,041-88.9% | $2,828-95.9% | $433-73.4% |