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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 | $1,908 | $51,166-96.3% | $70,544-97.3% | $71,511-97.3% |
| Participation rate | 59.1% | 59.4%-0.3pp | 68.4%-9.3pp | 67.9%-8.9pp |
| Annual return | 65.03% | 42.71%+22.3pp | 32.79%+32.2pp | 28.86%+36.2pp |
| Employer contribution / active EE | $421 | $1,793-76.5% | $2,976-85.9% | $2,589-83.7% |
| Participant deferral / active EE | $969 | $3,031-68.0% | $4,568-78.8% | $4,291-77.4% |
| Admin fee / account holder | $28 | $2,000-98.6% | $6,427-99.6% | $1,588-98.2% |