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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,206 | $52,639-42.6% | $185,117-83.7% | $62,293-51.5% |
| Participation rate | 64.1% | 63.9%+0.2pp | 77.3%-13.2pp | 69.5%-5.4pp |
| Annual return | 20.82% | 19.57%+1.2pp | 40.50%-19.7pp | 28.90%-8.1pp |
| Employer contribution / active EE | $1,883 | $1,483+27.0% | $4,182-55.0% | $2,042-7.8% |
| Participant deferral / active EE | $2,968 | $3,097-4.2% | $5,045-41.2% | $3,169-6.4% |
| Admin fee / account holder | $255 | $374-31.8% | $8,159-96.9% | $479-46.9% |