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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 | $6,224 | $30,421-79.5% | $56,077-88.9% | $74,429-91.6% |
| Participation rate | 57.4% | 32.9%+24.5pp | 52.5%+4.9pp | 67.2%-9.8pp |
| Annual return | 13.45% | 24.94%-11.5pp | 1709.28%-1695.8pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $575 | $610-5.7% | $1,040-44.7% | $2,625-78.1% |
| Participant deferral / active EE | $1,938 | $1,175+64.9% | $1,954-0.8% | $4,348-55.4% |
| Admin fee / account holder | $248 | $2,363-89.5% | $2,825-91.2% | $1,944-87.2% |