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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 | $6,201 | $75,058-91.7% | $152,301-95.9% | $64,340-90.4% |
| Participation rate | 43.0% | 60.9%-17.9pp | 82.4%-39.5pp | 55.2%-12.3pp |
| Annual return | 27.74% | 29.93%-2.2pp | 80.50%-52.8pp | 24.14%+3.6pp |
| Employer contribution / active EE | $211 | $2,605-91.9% | $4,624-95.4% | $1,862-88.6% |
| Participant deferral / active EE | $714 | $5,041-85.8% | $8,004-91.1% | $2,980-76.0% |
| Admin fee / account holder | $146 | $4,050-96.4% | $14,398-99.0% | $3,703-96.1% |