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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 | $7,445 | $25,723-71.1% | $69,182-89.2% | $55,167-86.5% |
| Participation rate | 40.5% | 39.4%+1.0pp | 55.1%-14.6pp | 69.0%-28.5pp |
| Annual return | 58.00% | 9.56%+48.4pp | -21.93%+79.9pp | 169.23%-111.2pp |
| Employer contribution / active EE | $191 | $480-60.3% | $1,206-84.2% | $1,963-90.3% |
| Participant deferral / active EE | $335 | $963-65.2% | $1,897-82.3% | $3,054-89.0% |
| Admin fee / account holder | $87 | $365-76.2% | $2,697-96.8% | $504-82.8% |