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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 | $1,562 | $29,736-94.7% | $56,033-97.2% | $80,935-98.1% |
| Participation rate | 55.6% | 41.7%+13.9pp | 52.5%+3.1pp | 67.7%-12.1pp |
| Annual return | 14.09% | 35.28%-21.2pp | 1711.38%-1697.3pp | 35.66%-21.6pp |
| Employer contribution / active EE | $49 | $671-92.7% | $1,041-95.3% | $2,757-98.2% |
| Participant deferral / active EE | $348 | $1,228-71.7% | $1,954-82.2% | $4,299-91.9% |
| Admin fee / account holder | $26 | $2,434-98.9% | $2,827-99.1% | $6,924-99.6% |