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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 | $1,000 | $100,573-99.0% | $94,105-98.9% | $100,573-99.0% |
| Participation rate | 29.4% | 70.9%-41.5pp | 71.9%-42.5pp | 70.9%-41.5pp |
| Annual return | 18.46% | 18.89%-0.4pp | 204.55%-186.1pp | 18.89%-0.4pp |
| Employer contribution / active EE | $0 | $3,763-100.0% | $2,504-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $227 | $4,921-95.4% | $3,881-94.1% | $4,921-95.4% |
| Admin fee / account holder | $142 | $454-68.7% | $6,199-97.7% | $454-68.7% |