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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 | $110 | $58,911-99.8% | $129,384-99.9% | $77,736-99.9% |
| Participation rate | 68.2% | 59.4%+8.8pp | 69.6%-1.4pp | 70.6%-2.3pp |
| Annual return | 47.07% | 24.75%+22.3pp | 9461.77%-9414.7pp | 31.26%+15.8pp |
| Employer contribution / active EE | $0 | $1,955-100.0% | $4,153-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $73 | $3,220-97.7% | $4,166-98.2% | $4,651-98.4% |
| Admin fee / account holder | $1 | $592-99.9% | $7,686-100.0% | $433-99.9% |