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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 | $42,909-93.0% | $152,093-98.0% | $71,012-95.8% |
| Participation rate | 33.9% | 54.7%-20.8pp | 77.8%-43.9pp | 58.6%-24.6pp |
| Annual return | 46.05% | 30.57%+15.5pp | 66.36%-20.3pp | 37.67%+8.4pp |
| Employer contribution / active EE | $162 | $1,369-88.2% | $4,175-96.1% | $2,348-93.1% |
| Participant deferral / active EE | $567 | $1,904-70.2% | $5,451-89.6% | $3,246-82.5% |
| Admin fee / account holder | $213 | $1,014-79.0% | $14,497-98.5% | $1,167-81.8% |