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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 | $4,011 | $52,884-92.4% | $84,753-95.3% | $55,167-92.7% |
| Participation rate | 57.9% | 67.5%-9.7pp | 76.6%-18.7pp | 69.0%-11.1pp |
| Annual return | 0.00% | 18.03%-18.0pp | 22.78%-22.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,265 | $2,233-43.3% | $3,574-64.6% | $1,963-35.5% |
| Participant deferral / active EE | $592 | $2,644-77.6% | $3,712-84.1% | $3,054-80.6% |
| Admin fee / account holder | $73 | $581-87.4% | $5,333-98.6% | $504-85.4% |