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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $2,050 | $54,679-96.3% | $76,119-97.3% | $74,459-97.2% |
| Participation rate | 64.8% | 60.3%+4.5pp | 69.1%-4.3pp | 67.2%-2.4pp |
| Annual return | 9.74% | 31.90%-22.2pp | 361.25%-351.5pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $677 | $1,781-62.0% | $2,693-74.8% | $2,626-74.2% |
| Participant deferral / active EE | $1,722 | $3,072-44.0% | $4,259-59.6% | $4,350-60.4% |
| Admin fee / account holder | $250 | $2,238-88.8% | $6,421-96.1% | $1,945-87.1% |