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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 | $722 | $43,749-98.4% | $158,223-99.5% | $65,306-98.9% |
| Participation rate | 60.1% | 56.9%+3.2pp | 79.2%-19.1pp | 57.7%+2.4pp |
| Annual return | 91.27% | 19.41%+71.9pp | 52.09%+39.2pp | 21.94%+69.3pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $411 | $2,019-79.6% | $5,467-92.5% | $2,959-86.1% |
| Admin fee / account holder | $6 | $1,930-99.7% | $16,047-100.0% | $3,480-99.8% |