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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 | $2,511 | $55,902-95.5% | $76,030-96.7% | $80,959-96.9% |
| Participation rate | 64.5% | 62.1%+2.5pp | 69.1%-4.5pp | 67.7%-3.2pp |
| Annual return | 16.43% | 20.59%-4.2pp | 361.54%-345.1pp | 35.67%-19.2pp |
| Employer contribution / active EE | $525 | $1,867-71.9% | $2,688-80.5% | $2,757-81.0% |
| Participant deferral / active EE | $980 | $3,051-67.9% | $4,257-77.0% | $4,300-77.2% |
| Admin fee / account holder | $269 | $5,239-94.9% | $6,421-95.8% | $6,925-96.1% |