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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 | $1,387 | $39,766-96.5% | $66,674-97.9% | $71,012-98.0% |
| Participation rate | 40.8% | 47.7%-6.8pp | 73.7%-32.8pp | 58.6%-17.7pp |
| Annual return | 38.12% | 181.39%-143.3pp | 321.24%-283.1pp | 37.67%+0.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,620-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $414 | $1,868-77.8% | $4,084-89.9% | $3,246-87.2% |
| Admin fee / account holder | $61 | $1,097-94.4% | $5,098-98.8% | $1,167-94.7% |