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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 | $2,862 | $54,045-94.7% | $115,170-97.5% | $65,185-95.6% |
| Participation rate | 64.5% | 63.5%+1.0pp | 75.9%-11.4pp | 70.2%-5.7pp |
| Annual return | 28.31% | 26.55%+1.8pp | 35.60%-7.3pp | 29.38%-1.1pp |
| Employer contribution / active EE | $549 | $1,653-66.8% | $3,179-82.7% | $2,177-74.8% |
| Participant deferral / active EE | $902 | $2,504-64.0% | $4,169-78.4% | $3,514-74.3% |
| Admin fee / account holder | $122 | $626-80.5% | $7,089-98.3% | $847-85.6% |