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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 | $369 | $27,243-98.6% | $52,425-99.3% | $79,634-99.5% |
| Participation rate | 54.8% | 22.4%+32.4pp | 55.6%-0.8pp | 62.5%-7.7pp |
| Annual return | 94.99% | 63.36%+31.6pp | 302.12%-207.1pp | 36.46%+58.5pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $164 | $636-74.2% | $1,790-90.9% | $3,835-95.7% |
| Admin fee / account holder | $0 | $2,105-100.0% | $2,495-100.0% | $1,002-100.0% |