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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 | $4,610 | $110,483-95.8% | $145,433-96.8% | $79,634-94.2% |
| Participation rate | 61.9% | 71.1%-9.2pp | 82.1%-20.2pp | 62.5%-0.6pp |
| Annual return | 31.16% | 24.62%+6.5pp | 66.58%-35.4pp | 36.46%-5.3pp |
| Employer contribution / active EE | $855 | $4,053-78.9% | $4,554-81.2% | $2,529-66.2% |
| Participant deferral / active EE | $1,216 | $7,216-83.2% | $7,897-84.6% | $3,835-68.3% |
| Admin fee / account holder | $249 | $680-63.4% | $13,129-98.1% | $1,002-75.1% |