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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 | $587 | $51,878-98.9% | $68,368-99.1% | $79,634-99.3% |
| Participation rate | 26.0% | 53.7%-27.7pp | 73.8%-47.8pp | 62.5%-36.5pp |
| Annual return | 26.64% | 137.43%-110.8pp | 292.57%-265.9pp | 36.46%-9.8pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $229 | $2,577-91.1% | $4,123-94.5% | $3,835-94.0% |
| Admin fee / account holder | $124 | $942-86.8% | $5,150-97.6% | $1,002-87.6% |