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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 | $18,966 | $106,524-82.2% | $152,301-87.5% | $87,485-78.3% |
| Participation rate | 67.3% | 75.8%-8.5pp | 82.4%-15.2pp | 68.9%-1.7pp |
| Annual return | 19.76% | 26.89%-7.1pp | 80.50%-60.7pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,337 | $6,525-18.2% | $8,004-33.3% | $4,274+24.9% |
| Admin fee / account holder | $264 | $8,287-96.8% | $14,398-98.2% | $7,775-96.6% |