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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 | $451 | $45,109-99.0% | $85,187-99.5% | $77,736-99.4% |
| Participation rate | 27.6% | 48.7%-21.1pp | 67.5%-39.9pp | 70.6%-43.0pp |
| Annual return | 11.40% | 79.55%-68.2pp | 66.67%-55.3pp | 31.26%-19.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,732-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $100 | $2,814-96.4% | $4,525-97.8% | $4,651-97.8% |
| Admin fee / account holder | $173 | $915-81.1% | $6,162-97.2% | $433-60.1% |