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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 | $718 | $56,047-98.7% | $98,716-99.3% | $79,634-99.1% |
| Participation rate | 32.4% | 54.6%-22.2pp | 69.3%-36.9pp | 62.5%-30.1pp |
| Annual return | 26.03% | 17.58%+8.5pp | 31.81%-5.8pp | 36.46%-10.4pp |
| Employer contribution / active EE | $0 | $1,237-100.0% | $2,279-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $189 | $2,469-92.4% | $4,048-95.3% | $3,835-95.1% |
| Admin fee / account holder | $112 | $1,512-92.6% | $8,703-98.7% | $1,002-88.9% |