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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 | $648 | $106,264-99.4% | $147,117-99.6% | $77,762-99.2% |
| Participation rate | 31.1% | 78.4%-47.3pp | 82.2%-51.1pp | 70.6%-39.5pp |
| Annual return | 32.45% | 56.94%-24.5pp | 420.54%-388.1pp | 31.27%+1.2pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $66 | $8,003-99.2% | $8,065-99.2% | $4,651-98.6% |
| Admin fee / account holder | $69 | $334-79.3% | $12,993-99.5% | $433-84.0% |