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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 | $306 | $55,458-99.4% | $76,030-99.6% | $77,762-99.6% |
| Participation rate | 43.2% | 63.6%-20.4pp | 69.1%-25.9pp | 70.6%-27.4pp |
| Annual return | 13.42% | 17.10%-3.7pp | 361.54%-348.1pp | 31.27%-17.9pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,688-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $96 | $3,454-97.2% | $4,257-97.7% | $4,651-97.9% |
| Admin fee / account holder | $39 | $411-90.5% | $6,421-99.4% | $433-90.9% |