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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 | $88,183-98.5% | $107,187-98.8% | $71,012-98.2% |
| Participation rate | 21.2% | 67.5%-46.3pp | 75.0%-53.8pp | 58.6%-37.3pp |
| Annual return | 30.74% | 16.47%+14.3pp | 204.55%-173.8pp | 37.67%-6.9pp |
| Employer contribution / active EE | $0 | $3,914-100.0% | $3,782-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $140 | $3,079-95.4% | $5,096-97.2% | $3,246-95.7% |
| Admin fee / account holder | $11 | $1,430-99.2% | $9,162-99.9% | $1,167-99.0% |