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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 | $28,167-97.3% | $73,658-99.0% | $64,728-98.8% |
| Participation rate | 34.2% | 21.1%+13.1pp | 57.0%-22.9pp | 57.9%-23.7pp |
| Annual return | 18.04% | 139.75%-121.7pp | 29.72%-11.7pp | 49.38%-31.3pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $75 | $597-87.4% | $2,062-96.3% | $2,729-97.2% |
| Admin fee / account holder | $15 | $1,791-99.2% | $3,357-99.6% | $1,145-98.7% |