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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 | $3,017 | $46,464-93.5% | $150,298-98.0% | $79,634-96.2% |
| Participation rate | 33.9% | 57.0%-23.0pp | 77.8%-43.9pp | 62.5%-28.6pp |
| Annual return | 46.05% | 27.89%+18.2pp | 62.79%-16.7pp | 36.46%+9.6pp |
| Employer contribution / active EE | $162 | $1,512-89.3% | $4,154-96.1% | $2,529-93.6% |
| Participant deferral / active EE | $567 | $2,157-73.7% | $5,453-89.6% | $3,835-85.2% |
| Admin fee / account holder | $213 | $891-76.1% | $14,116-98.5% | $1,002-78.8% |