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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 | $469 | $48,050-99.0% | $96,754-99.5% | $64,340-99.3% |
| Participation rate | 61.6% | 40.6%+21.0pp | 70.3%-8.7pp | 55.2%+6.3pp |
| Annual return | 19.23% | 23.41%-4.2pp | 82.04%-62.8pp | 24.14%-4.9pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $215 | $2,191-90.2% | $4,758-95.5% | $2,980-92.8% |
| Admin fee / account holder | $97 | $3,741-97.4% | $8,905-98.9% | $3,703-97.4% |