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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 | $52,682-98.4% | $78,004-98.9% | $64,097-98.7% |
| Participation rate | 51.4% | 47.7%+3.7pp | 69.4%-18.0pp | 55.2%-3.8pp |
| Annual return | 20.01% | 22.45%-2.4pp | 31.07%-11.1pp | 34.64%-14.6pp |
| Employer contribution / active EE | $0 | $1,323-100.0% | $2,469-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $196 | $2,346-91.6% | $4,092-95.2% | $3,080-93.6% |
| Admin fee / account holder | $46 | $5,420-99.2% | $7,578-99.4% | $3,454-98.7% |