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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 | $1,036 | $26,936-96.2% | $53,647-98.1% | $71,012-98.5% |
| Participation rate | 55.2% | 21.9%+33.3pp | 56.3%-1.1pp | 58.6%-3.4pp |
| Annual return | 135.40% | 81.59%+53.8pp | 358.33%-222.9pp | 37.67%+97.7pp |
| Employer contribution / active EE | $250 | $335-25.4% | $962-74.0% | $2,348-89.4% |
| Participant deferral / active EE | $536 | $590-9.2% | $1,813-70.5% | $3,246-83.5% |
| Admin fee / account holder | $40 | $2,177-98.2% | $2,460-98.4% | $1,167-96.6% |