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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,590 | $55,122-62.6% | $104,639-80.3% | $73,497-72.0% |
| Participation rate | 35.2% | 67.7%-32.5pp | 74.1%-38.9pp | 70.7%-35.5pp |
| Annual return | 17.43% | 24.77%-7.3pp | 340.67%-323.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $173 | $1,464-88.2% | $2,682-93.5% | $2,270-92.4% |
| Participant deferral / active EE | $2,353 | $2,919-19.4% | $3,738-37.1% | $3,740-37.1% |
| Admin fee / account holder | $5 | $423-98.8% | $6,465-99.9% | $513-99.0% |