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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 | $459 | $50,860-99.1% | $155,574-99.7% | $77,714-99.4% |
| Participation rate | 52.5% | 63.1%-10.6pp | 78.2%-25.7pp | 70.6%-18.1pp |
| Annual return | 25.52% | 34.86%-9.3pp | 64.87%-39.4pp | 31.26%-5.7pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $198 | $2,825-93.0% | $5,629-96.5% | $4,649-95.7% |
| Admin fee / account holder | $52 | $436-88.1% | $15,914-99.7% | $433-88.1% |