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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 | $3,372 | $30,423-88.9% | $56,025-94.0% | $74,478-95.5% |
| Participation rate | 45.3% | 32.9%+12.4pp | 52.5%-7.2pp | 67.2%-21.9pp |
| Annual return | 1338.92% | 24.97%+1314.0pp | 1712.69%-373.8pp | 1370.56%-31.6pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $597 | $1,176-49.3% | $1,955-69.5% | $4,350-86.3% |
| Admin fee / account holder | $267 | $2,363-88.7% | $2,828-90.6% | $1,946-86.3% |