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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,773 | $55,125-89.5% | $109,907-94.7% | $86,821-93.4% |
| Participation rate | 56.7% | 70.1%-13.4pp | 74.2%-17.6pp | 72.3%-15.6pp |
| Annual return | 49.72% | 26.20%+23.5pp | 29.46%+20.3pp | 97.94%-48.2pp |
| Employer contribution / active EE | $919 | $1,558-41.0% | $2,844-67.7% | $2,406-61.8% |
| Participant deferral / active EE | $1,024 | $3,337-69.3% | $4,047-74.7% | $4,132-75.2% |
| Admin fee / account holder | $21 | $141-85.0% | $6,069-99.7% | $170-87.5% |