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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 | $1,869 | $54,679-96.6% | $76,119-97.5% | $74,459-97.5% |
| Participation rate | 67.9% | 60.3%+7.5pp | 69.1%-1.2pp | 67.2%+0.7pp |
| Annual return | 22.02% | 31.90%-9.9pp | 361.25%-339.2pp | 1369.70%-1347.7pp |
| Employer contribution / active EE | $720 | $1,781-59.6% | $2,693-73.3% | $2,626-72.6% |
| Participant deferral / active EE | $941 | $3,072-69.4% | $4,259-77.9% | $4,350-78.4% |
| Admin fee / account holder | $123 | $2,238-94.5% | $6,421-98.1% | $1,945-93.7% |