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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 | $54,558-96.2% | $76,051-97.3% | $74,400-97.2% |
| Participation rate | 64.8% | 60.3%+4.5pp | 69.1%-4.3pp | 67.2%-2.4pp |
| Annual return | 9.74% | 31.83%-22.1pp | 360.42%-350.7pp | 1367.51%-1357.8pp |
| Employer contribution / active EE | $677 | $1,778-61.9% | $2,690-74.8% | $2,624-74.2% |
| Participant deferral / active EE | $1,722 | $3,065-43.8% | $4,257-59.6% | $4,348-60.4% |
| Admin fee / account holder | $250 | $2,232-88.8% | $6,416-96.1% | $1,944-87.1% |