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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $396 | $30,437-98.7% | $56,033-99.3% | $74,459-99.5% |
| Participation rate | 60.7% | 32.9%+27.8pp | 52.5%+8.2pp | 67.2%-6.5pp |
| Annual return | -765.32% | 24.96%-790.3pp | 1711.38%-2476.7pp | 1369.70%-2135.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $271 | $1,176-77.0% | $1,954-86.2% | $4,350-93.8% |
| Admin fee / account holder | $67 | $2,363-97.2% | $2,827-97.6% | $1,945-96.5% |