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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 | $2,737 | $65,904-95.8% | $160,784-98.3% | $79,634-96.6% |
| Participation rate | 40.2% | 56.2%-16.0pp | 77.0%-36.7pp | 62.5%-22.2pp |
| Annual return | 28.13% | 20.16%+8.0pp | 1803.92%-1775.8pp | 36.46%-8.3pp |
| Employer contribution / active EE | $0 | $1,805-100.0% | $3,733-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $620 | $3,692-83.2% | $6,293-90.2% | $3,835-83.8% |
| Admin fee / account holder | $79 | $965-91.8% | $9,717-99.2% | $1,002-92.1% |