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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 | $5,427 | $50,643-89.3% | $106,619-94.9% | $55,167-90.2% |
| Participation rate | 62.6% | 65.6%-2.9pp | 78.0%-15.4pp | 69.0%-6.4pp |
| Annual return | 6.47% | 7.02%-0.5pp | 9.42%-3.0pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,197 | $1,626-26.4% | $3,947-69.7% | $1,963-39.0% |
| Participant deferral / active EE | $1,035 | $2,208-53.1% | $3,930-73.7% | $3,054-66.1% |
| Admin fee / account holder | $75 | $488-84.7% | $6,418-98.8% | $504-85.2% |