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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 | $1,971 | $58,627-96.6% | $76,735-97.4% | $82,448-97.6% |
| Participation rate | 59.1% | 63.2%-4.1pp | 69.5%-10.4pp | 68.1%-9.0pp |
| Annual return | 26.57% | 39.10%-12.5pp | 29.77%-3.2pp | 41.64%-15.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,613 | $3,134-48.5% | $4,088-60.5% | $4,139-61.0% |
| Admin fee / account holder | $191 | $5,323-96.4% | $7,189-97.3% | $7,234-97.4% |