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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 | $25,640 | $81,494-68.5% | $133,978-80.9% | $73,497-65.1% |
| Participation rate | 53.3% | 76.4%-23.1pp | 79.8%-26.6pp | 70.7%-17.4pp |
| Annual return | 21.17% | 19.40%+1.8pp | 45.10%-23.9pp | 28.51%-7.3pp |
| Employer contribution / active EE | $1,393 | $2,210-37.0% | $3,919-64.5% | $2,270-38.6% |
| Participant deferral / active EE | $2,492 | $3,787-34.2% | $5,047-50.6% | $3,740-33.4% |
| Admin fee / account holder | $56 | $713-92.2% | $8,930-99.4% | $513-89.2% |