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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 | $1,921 | $45,343-95.8% | $150,298-98.7% | $67,986-97.2% |
| Participation rate | 67.4% | 51.9%+15.5pp | 77.8%-10.4pp | 57.2%+10.2pp |
| Annual return | 28.45% | 33.28%-4.8pp | 62.79%-34.3pp | 31.67%-3.2pp |
| Employer contribution / active EE | $234 | $1,462-84.0% | $4,154-94.4% | $2,019-88.4% |
| Participant deferral / active EE | $422 | $2,055-79.5% | $5,453-92.3% | $3,358-87.4% |
| Admin fee / account holder | $31 | $2,250-98.6% | $14,116-99.8% | $3,203-99.0% |