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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 | $5,545 | $43,749-87.3% | $158,223-96.5% | $65,306-91.5% |
| Participation rate | 60.5% | 56.9%+3.6pp | 79.2%-18.7pp | 57.7%+2.8pp |
| Annual return | 77.67% | 19.41%+58.3pp | 52.09%+25.6pp | 21.94%+55.7pp |
| Employer contribution / active EE | $214 | $1,497-85.7% | $4,109-94.8% | $1,967-89.1% |
| Participant deferral / active EE | $2,557 | $2,019+26.6% | $5,467-53.2% | $2,959-13.6% |
| Admin fee / account holder | $94 | $1,930-95.1% | $16,047-99.4% | $3,480-97.3% |