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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 | $4,396 | $41,151-89.3% | $80,648-94.5% | $71,529-93.9% |
| Participation rate | 44.3% | 50.2%-5.9pp | 67.0%-22.7pp | 67.9%-23.6pp |
| Annual return | 47.17% | 38.49%+8.7pp | 937.21%-890.0pp | 28.97%+18.2pp |
| Employer contribution / active EE | $217 | $1,513-85.7% | $2,724-92.0% | $2,590-91.6% |
| Participant deferral / active EE | $1,472 | $2,700-45.5% | $4,443-66.9% | $4,291-65.7% |
| Admin fee / account holder | $62 | $1,842-96.6% | $5,382-98.8% | $1,588-96.1% |