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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 | $715 | $130,224-99.5% | $197,124-99.6% | $79,634-99.1% |
| Participation rate | 34.6% | 87.8%-53.3pp | 86.7%-52.2pp | 62.5%-27.9pp |
| Annual return | 17.33% | 23.65%-6.3pp | 44.34%-27.0pp | 36.46%-19.1pp |
| Employer contribution / active EE | $0 | $4,314-100.0% | $6,227-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $328 | $7,378-95.6% | $9,135-96.4% | $3,835-91.5% |
| Admin fee / account holder | $266 | $254+4.6% | $16,298-98.4% | $1,002-73.4% |