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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 | $749 | $27,243-97.3% | $52,425-98.6% | $79,634-99.1% |
| Participation rate | 34.2% | 22.4%+11.7pp | 55.6%-21.5pp | 62.5%-28.3pp |
| Annual return | 18.04% | 63.36%-45.3pp | 302.12%-284.1pp | 36.46%-18.4pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $75 | $636-88.1% | $1,790-95.8% | $3,835-98.0% |
| Admin fee / account holder | $15 | $2,105-99.3% | $2,495-99.4% | $1,002-98.5% |