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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $1,306 | $57,140-97.7% | $85,240-98.5% | $80,959-98.4% |
| Participation rate | 68.0% | 56.4%+11.6pp | 67.5%+0.5pp | 67.7%+0.3pp |
| Annual return | 13.12% | 21.71%-8.6pp | 66.75%-53.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $950 | $3,115-69.5% | $4,527-79.0% | $4,300-77.9% |
| Admin fee / account holder | $99 | $4,992-98.0% | $6,165-98.4% | $6,925-98.6% |