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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 | $1,333 | $55,437-97.6% | $155,534-99.1% | $74,459-98.2% |
| Participation rate | 65.5% | 61.9%+3.6pp | 78.2%-12.7pp | 67.2%-1.7pp |
| Annual return | 32.25% | 269.58%-237.3pp | 64.92%-32.7pp | 1369.70%-1337.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $731 | $2,837-74.2% | $5,630-87.0% | $4,350-83.2% |
| Admin fee / account holder | $28 | $1,742-98.4% | $15,900-99.8% | $1,945-98.6% |