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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 | $3,739 | $58,099-93.6% | $76,902-95.1% | $75,177-95.0% |
| Participation rate | 36.2% | 63.9%-27.7pp | 69.6%-33.4pp | 67.2%-31.0pp |
| Annual return | 22.21% | 26.71%-4.5pp | 37.91%-15.7pp | 160.75%-138.5pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $563 | $2,999-81.2% | $3,833-85.3% | $4,126-86.4% |
| Admin fee / account holder | $274 | $4,778-94.3% | $5,479-95.0% | $5,651-95.1% |