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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $1,544 | $27,800-94.4% | $58,507-97.4% | $71,529-97.8% |
| Participation rate | 43.4% | 34.6%+8.8pp | 50.9%-7.5pp | 67.9%-24.6pp |
| Annual return | 108.81% | 26.80%+82.0pp | 4252.32%-4143.5pp | 28.97%+79.8pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,139 | $1,208-5.8% | $1,922-40.8% | $4,291-73.5% |
| Admin fee / account holder | $270 | $1,637-83.5% | $2,486-89.1% | $1,588-83.0% |