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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 | $994 | $104,479-99.0% | $159,474-99.4% | $79,391-98.7% |
| Participation rate | 68.0% | 76.6%-8.6pp | 82.8%-14.8pp | 70.7%-2.7pp |
| Annual return | 26.83% | 67.98%-41.2pp | 263.68%-236.9pp | 116.88%-90.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,266 | $6,468-80.4% | $7,353-82.8% | $4,046-68.7% |
| Admin fee / account holder | $263 | $711-63.0% | $10,802-97.6% | $627-58.0% |