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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 | $10,243 | $93,345-89.0% | $119,126-91.4% | $87,485-88.3% |
| Participation rate | 62.2% | 68.7%-6.5pp | 75.8%-13.5pp | 68.9%-6.7pp |
| Annual return | 58.25% | 19.08%+39.2pp | 282.11%-223.9pp | 26.06%+32.2pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,631 | $4,099-60.2% | $5,318-69.3% | $4,274-61.8% |
| Admin fee / account holder | $111 | $8,039-98.6% | $10,693-99.0% | $7,775-98.6% |