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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 | $2,020 | $93,351-97.8% | $62,929-96.8% | $79,634-97.5% |
| Participation rate | 46.0% | 74.6%-28.6pp | 73.1%-27.1pp | 62.5%-16.5pp |
| Annual return | 20.67% | 14.37%+6.3pp | 1063.93%-1043.3pp | 36.46%-15.8pp |
| Employer contribution / active EE | $0 | $3,135-100.0% | $2,505-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $542 | $3,921-86.2% | $3,888-86.1% | $3,835-85.9% |
| Admin fee / account holder | $188 | $229-18.0% | $5,065-96.3% | $1,002-81.2% |