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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 | $80,674-98.8% | $119,126-99.2% | $64,340-98.5% |
| Participation rate | 64.5% | 55.2%+9.3pp | 75.8%-11.3pp | 55.2%+9.2pp |
| Annual return | 17.55% | 26.86%-9.3pp | 282.11%-264.6pp | 24.14%-6.6pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $625 | $3,053-79.5% | $5,318-88.2% | $2,980-79.0% |
| Admin fee / account holder | $243 | $4,559-94.7% | $10,693-97.7% | $3,703-93.4% |