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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 | $3,652 | $78,690-95.4% | $161,489-97.7% | $87,485-95.8% |
| Participation rate | 63.3% | 67.5%-4.2pp | 78.7%-15.4pp | 68.9%-5.7pp |
| Annual return | 18.76% | 32.74%-14.0pp | 89.72%-71.0pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $829 | $3,311-75.0% | $5,630-85.3% | $4,274-80.6% |
| Admin fee / account holder | $190 | $6,724-97.2% | $16,006-98.8% | $7,775-97.6% |