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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 | $30,385-98.7% | $56,054-99.3% | $74,400-99.5% |
| Participation rate | 60.7% | 32.9%+27.8pp | 52.5%+8.2pp | 67.2%-6.5pp |
| Annual return | -765.32% | 24.92%-790.2pp | 1705.95%-2471.3pp | 1367.51%-2132.8pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $271 | $1,174-77.0% | $1,952-86.1% | $4,348-93.8% |
| Admin fee / account holder | $67 | $2,361-97.1% | $2,822-97.6% | $1,944-96.5% |