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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 | $1,387 | $51,878-97.3% | $68,368-98.0% | $79,634-98.3% |
| Participation rate | 40.8% | 53.7%-12.9pp | 73.8%-32.9pp | 62.5%-21.7pp |
| Annual return | 38.12% | 137.43%-99.3pp | 292.57%-254.5pp | 36.46%+1.7pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $414 | $2,577-83.9% | $4,123-90.0% | $3,835-89.2% |
| Admin fee / account holder | $61 | $942-93.5% | $5,150-98.8% | $1,002-93.9% |