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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 | $1,303 | $29,507-95.6% | $56,025-97.7% | $77,762-98.3% |
| Participation rate | 34.8% | 32.7%+2.0pp | 52.5%-17.8pp | 70.6%-35.8pp |
| Annual return | 12.43% | 18.90%-6.5pp | 1712.69%-1700.3pp | 31.27%-18.8pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $265 | $1,062-75.0% | $1,955-86.4% | $4,651-94.3% |
| Admin fee / account holder | $223 | $1,041-78.6% | $2,828-92.1% | $433-48.6% |