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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 | $861 | $55,932-98.5% | $76,735-98.9% | $67,986-98.7% |
| Participation rate | 51.4% | 50.8%+0.6pp | 69.5%-18.1pp | 57.2%-5.8pp |
| Annual return | 20.01% | 23.10%-3.1pp | 29.77%-9.8pp | 31.67%-11.7pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $196 | $2,558-92.3% | $4,088-95.2% | $3,358-94.2% |
| Admin fee / account holder | $46 | $4,907-99.1% | $7,189-99.4% | $3,203-98.6% |