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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 | $1,040 | $54,679-98.1% | $76,119-98.6% | $74,459-98.6% |
| Participation rate | 67.9% | 60.3%+7.5pp | 69.1%-1.2pp | 67.2%+0.7pp |
| Annual return | 17.68% | 31.90%-14.2pp | 361.25%-343.6pp | 1369.70%-1352.0pp |
| Employer contribution / active EE | $362 | $1,781-79.7% | $2,693-86.6% | $2,626-86.2% |
| Participant deferral / active EE | $683 | $3,072-77.8% | $4,259-84.0% | $4,350-84.3% |
| Admin fee / account holder | $92 | $2,238-95.9% | $6,421-98.6% | $1,945-95.3% |