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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 | $1,298 | $92,224-98.6% | $105,223-98.8% | $79,634-98.4% |
| Participation rate | 21.2% | 69.2%-47.9pp | 75.0%-53.8pp | 62.5%-41.3pp |
| Annual return | 30.74% | 88.65%-57.9pp | 180.65%-149.9pp | 36.46%-5.7pp |
| Employer contribution / active EE | $0 | $3,965-100.0% | $3,689-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $140 | $3,834-96.3% | $5,072-97.2% | $3,835-96.3% |
| Admin fee / account holder | $11 | $1,121-99.0% | $8,859-99.9% | $1,002-98.9% |