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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 | $357 | $74,661-99.5% | $160,784-99.8% | $67,986-99.5% |
| Participation rate | 54.4% | 57.1%-2.7pp | 77.0%-22.5pp | 57.2%-2.8pp |
| Annual return | 36.78% | 28.83%+7.9pp | 1803.92%-1767.1pp | 31.67%+5.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $160 | $3,681-95.7% | $6,293-97.5% | $3,358-95.2% |
| Admin fee / account holder | $34 | $3,959-99.2% | $9,717-99.7% | $3,203-99.0% |