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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 | $955 | $65,960-98.6% | $81,882-98.8% | $77,762-98.8% |
| Participation rate | 42.3% | 65.8%-23.4pp | 72.4%-30.1pp | 70.6%-28.3pp |
| Annual return | 19.57% | 26.64%-7.1pp | 779.47%-759.9pp | 31.27%-11.7pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $292 | $3,505-91.7% | $4,323-93.2% | $4,651-93.7% |
| Admin fee / account holder | $45 | $526-91.4% | $7,360-99.4% | $433-89.5% |