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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 | $6,875 | $59,006-88.3% | $97,295-92.9% | $74,478-90.8% |
| Participation rate | 66.3% | 63.7%+2.6pp | 72.7%-6.3pp | 67.2%-0.9pp |
| Annual return | 17.22% | 16.04%+1.2pp | 75.62%-58.4pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,228 | $3,671-66.6% | $4,264-71.2% | $4,350-71.8% |
| Admin fee / account holder | $270 | $1,974-86.3% | $5,646-95.2% | $1,946-86.1% |