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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $2,834 | $65,246-95.7% | $98,716-97.1% | $67,986-95.8% |
| Participation rate | 48.1% | 51.4%-3.4pp | 69.3%-21.2pp | 57.2%-9.1pp |
| Annual return | 22.05% | 20.58%+1.5pp | 31.81%-9.8pp | 31.67%-9.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $831 | $2,594-68.0% | $4,048-79.5% | $3,358-75.2% |
| Admin fee / account holder | $192 | $4,561-95.8% | $8,703-97.8% | $3,203-94.0% |