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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 | $155 | $82,879-99.8% | $96,576-99.8% | $67,986-99.8% |
| Participation rate | 69.4% | 75.2%-5.8pp | 81.4%-12.1pp | 57.2%+12.2pp |
| Annual return | 1034.43% | 36.90%+997.5pp | 38.47%+996.0pp | 31.67%+1002.8pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $120 | $6,976-98.3% | $7,956-98.5% | $3,358-96.4% |
| Admin fee / account holder | $1 | $2,783-100.0% | $11,381-100.0% | $3,203-100.0% |