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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 | $581 | $49,657-98.8% | $93,063-99.4% | $67,986-99.1% |
| Participation rate | 31.7% | 49.9%-18.2pp | 72.1%-40.4pp | 57.2%-25.5pp |
| Annual return | 31.16% | 26.27%+4.9pp | 34.15%-3.0pp | 31.67%-0.5pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $335 | $2,484-86.5% | $3,958-91.5% | $3,358-90.0% |
| Admin fee / account holder | $111 | $2,843-96.1% | $6,033-98.2% | $3,203-96.5% |