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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 | $10,268 | $50,812-79.8% | $155,602-93.4% | $77,692-86.8% |
| Participation rate | 22.0% | 63.1%-41.1pp | 78.2%-56.2pp | 70.6%-48.6pp |
| Annual return | 506.60% | 34.85%+471.7pp | 64.81%+441.8pp | 31.25%+475.3pp |
| Employer contribution / active EE | $458 | $1,989-77.0% | $4,675-90.2% | $2,726-83.2% |
| Participant deferral / active EE | $621 | $2,822-78.0% | $5,629-89.0% | $4,648-86.6% |
| Admin fee / account holder | $296 | $436-32.0% | $15,923-98.1% | $431-31.2% |