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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,231 | $41,016-89.7% | $152,093-97.2% | $64,097-93.4% |
| Participation rate | 61.2% | 51.3%+9.9pp | 77.8%-16.5pp | 55.2%+6.0pp |
| Annual return | 25.84% | 39.60%-13.8pp | 66.36%-40.5pp | 34.64%-8.8pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,663 | $1,927-13.7% | $5,451-69.5% | $3,080-46.0% |
| Admin fee / account holder | $252 | $2,305-89.1% | $14,497-98.3% | $3,454-92.7% |