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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $12,161 | $84,493-85.6% | $125,381-90.3% | $66,938-81.8% |
| Participation rate | 52.9% | 76.4%-23.5pp | 82.4%-29.5pp | 69.8%-16.9pp |
| Annual return | 345.13% | -8.49%+353.6pp | 572.31%-227.2pp | 1.58%+343.6pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,766 | $6,783-44.5% | $7,448-49.4% | $4,238-11.1% |
| Admin fee / account holder | $158 | $685-77.0% | $10,007-98.4% | $594-73.5% |