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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 | $331 | $102,385-99.7% | $147,080-99.8% | $80,935-99.6% |
| Participation rate | 53.0% | 75.9%-22.8pp | 82.2%-29.2pp | 67.7%-14.6pp |
| Annual return | 24.21% | 135.09%-110.9pp | 420.17%-396.0pp | 35.66%-11.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $451 | $6,651-93.2% | $8,066-94.4% | $4,299-89.5% |
| Admin fee / account holder | $15 | $7,951-99.8% | $12,989-99.9% | $6,924-99.8% |