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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 | $23,010 | $66,302-65.3% | $110,243-79.1% | $56,287-59.1% |
| Participation rate | 69.7% | 74.9%-5.2pp | 79.8%-10.1pp | 69.9%-0.1pp |
| Annual return | 9.00% | -1.18%+10.2pp | 314.76%-305.8pp | -9.96%+19.0pp |
| Employer contribution / active EE | $304 | $2,047-85.2% | $3,827-92.1% | $2,111-85.6% |
| Participant deferral / active EE | $1,814 | $3,381-46.3% | $4,672-61.2% | $3,350-45.8% |
| Admin fee / account holder | $173 | $698-75.2% | $8,548-98.0% | $521-66.8% |