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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 | $5,021 | $55,472-90.9% | $155,567-96.8% | $74,546-93.3% |
| Participation rate | 62.9% | 61.9%+1.0pp | 78.2%-15.3pp | 67.2%-4.3pp |
| Annual return | 14.62% | 268.72%-254.1pp | 64.74%-50.1pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $568 | $2,838-80.0% | $5,628-89.9% | $4,347-86.9% |
| Admin fee / account holder | $136 | $1,743-92.2% | $15,916-99.1% | $1,944-93.0% |