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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 | $469 | $45,312-99.0% | $86,233-99.5% | $67,986-99.3% |
| Participation rate | 61.6% | 42.4%+19.2pp | 69.0%-7.4pp | 57.2%+4.4pp |
| Annual return | 19.23% | 24.79%-5.6pp | 61.39%-42.2pp | 31.67%-12.4pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $215 | $2,185-90.2% | $4,559-95.3% | $3,358-93.6% |
| Admin fee / account holder | $97 | $3,295-97.1% | $8,342-98.8% | $3,203-97.0% |