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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 | $246 | $51,895-99.5% | $93,063-99.7% | $79,634-99.7% |
| Participation rate | 21.9% | 52.6%-30.7pp | 72.1%-50.2pp | 62.5%-40.6pp |
| Annual return | 22.44% | 18.14%+4.3pp | 34.15%-11.7pp | 36.46%-14.0pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $2,476-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $58 | $2,964-98.1% | $3,958-98.5% | $3,835-98.5% |
| Admin fee / account holder | $90 | $657-86.3% | $6,033-98.5% | $1,002-91.0% |