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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 | $223 | $47,105-99.5% | $68,368-99.7% | $67,986-99.7% |
| Participation rate | 67.7% | 51.8%+15.9pp | 73.8%-6.0pp | 57.2%+10.5pp |
| Annual return | 29.78% | 48.37%-18.6pp | 292.57%-262.8pp | 31.67%-1.9pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $82 | $2,374-96.5% | $4,123-98.0% | $3,358-97.5% |
| Admin fee / account holder | $3 | $2,435-99.9% | $5,150-99.9% | $3,203-99.9% |