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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 | $466 | $49,199-99.1% | $121,204-99.6% | $75,173-99.4% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 24.42% | 56.04%-31.6pp | 987.18%-962.8pp | 160.72%-136.3pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $299 | $2,630-88.6% | $4,083-92.7% | $4,126-92.8% |
| Admin fee / account holder | $5 | $3,946-99.9% | $5,651-99.9% | $5,651-99.9% |