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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 | $322 | $51,895-99.4% | $93,063-99.7% | $79,634-99.6% |
| Participation rate | 21.0% | 52.6%-31.6pp | 72.1%-51.1pp | 62.5%-41.5pp |
| Annual return | 17.44% | 18.14%-0.7pp | 34.15%-16.7pp | 36.46%-19.0pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $2,476-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $54 | $2,964-98.2% | $3,958-98.6% | $3,835-98.6% |
| Admin fee / account holder | $97 | $657-85.2% | $6,033-98.4% | $1,002-90.3% |