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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 | $994 | $83,369-98.8% | $105,223-99.1% | $67,986-98.5% |
| Participation rate | 64.5% | 56.3%+8.2pp | 75.0%-10.6pp | 57.2%+7.3pp |
| Annual return | 17.55% | 24.64%-7.1pp | 180.65%-163.1pp | 31.67%-14.1pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $625 | $3,295-81.0% | $5,072-87.7% | $3,358-81.4% |
| Admin fee / account holder | $243 | $4,073-94.0% | $8,859-97.3% | $3,203-92.4% |