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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 | $41,016-98.2% | $152,093-99.5% | $64,097-98.9% |
| Participation rate | 60.1% | 51.3%+8.8pp | 77.8%-17.6pp | 55.2%+4.9pp |
| Annual return | 91.27% | 39.60%+51.7pp | 66.36%+24.9pp | 34.64%+56.6pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $411 | $1,927-78.7% | $5,451-92.5% | $3,080-86.6% |
| Admin fee / account holder | $6 | $2,305-99.7% | $14,497-100.0% | $3,454-99.8% |