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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 | $852 | $40,278-97.9% | $80,627-98.9% | $80,157-98.9% |
| Participation rate | 42.7% | 47.5%-4.9pp | 67.0%-24.3pp | 72.9%-30.3pp |
| Annual return | 346.77% | 50.86%+295.9pp | 936.76%-590.0pp | 40.39%+306.4pp |
| Employer contribution / active EE | $0 | $1,332-100.0% | $2,723-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $350 | $2,696-87.0% | $4,443-92.1% | $5,015-93.0% |
| Admin fee / account holder | $116 | $210-45.0% | $5,381-97.9% | $145-20.2% |