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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 | $1,463 | $30,385-95.2% | $56,054-97.4% | $74,400-98.0% |
| Participation rate | 55.4% | 32.9%+22.5pp | 52.5%+2.9pp | 67.2%-11.8pp |
| Annual return | 13.38% | 24.92%-11.5pp | 1705.95%-1692.6pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $183 | $609-69.9% | $1,039-82.3% | $2,624-93.0% |
| Participant deferral / active EE | $468 | $1,174-60.1% | $1,952-76.0% | $4,348-89.2% |
| Admin fee / account holder | $134 | $2,361-94.3% | $2,822-95.3% | $1,944-93.1% |