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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,677 | $47,105-94.3% | $68,368-96.1% | $67,986-96.1% |
| Participation rate | 61.1% | 51.8%+9.4pp | 73.8%-12.6pp | 57.2%+3.9pp |
| Annual return | 21.13% | 48.37%-27.2pp | 292.57%-271.4pp | 31.67%-10.5pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $581 | $2,374-75.5% | $4,123-85.9% | $3,358-82.7% |
| Admin fee / account holder | $80 | $2,435-96.7% | $5,150-98.4% | $3,203-97.5% |