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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 | $5,038 | $51,466-90.2% | $78,778-93.6% | $62,293-91.9% |
| Participation rate | 59.7% | 59.8%-0.1pp | 69.2%-9.5pp | 69.5%-9.8pp |
| Annual return | 135.90% | 19.96%+115.9pp | 35.62%+100.3pp | 28.90%+107.0pp |
| Employer contribution / active EE | $341 | $827-58.8% | $1,986-82.8% | $2,042-83.3% |
| Participant deferral / active EE | $1,036 | $2,147-51.8% | $2,958-65.0% | $3,169-67.3% |
| Admin fee / account holder | $58 | $489-88.1% | $5,134-98.9% | $479-87.8% |