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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 | $423 | $39,766-98.9% | $66,674-99.4% | $71,012-99.4% |
| Participation rate | 16.2% | 47.7%-31.5pp | 73.7%-57.5pp | 58.6%-42.4pp |
| Annual return | 84.39% | 181.39%-97.0pp | 321.24%-236.8pp | 37.67%+46.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,620-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $85 | $1,868-95.5% | $4,084-97.9% | $3,246-97.4% |
| Admin fee / account holder | $96 | $1,097-91.3% | $5,098-98.1% | $1,167-91.8% |