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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 | $1,247 | $25,014-95.0% | $69,460-98.2% | $80,911-98.5% |
| Participation rate | 47.7% | 64.2%-16.5pp | 66.4%-18.7pp | 67.6%-19.9pp |
| Annual return | 15.21% | 19.08%-3.9pp | 100.80%-85.6pp | 35.63%-20.4pp |
| Employer contribution / active EE | $303 | $991-69.4% | $1,714-82.3% | $2,756-89.0% |
| Participant deferral / active EE | $663 | $1,839-63.9% | $2,890-77.0% | $4,297-84.6% |
| Admin fee / account holder | $206 | $2,491-91.7% | $4,695-95.6% | $6,935-97.0% |