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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 | $12,442 | $55,470-77.6% | $155,556-92.0% | $74,478-83.3% |
| Participation rate | 56.1% | 61.9%-5.8pp | 78.2%-22.1pp | 67.2%-11.1pp |
| Annual return | 2054.16% | 269.80%+1784.4pp | 64.84%+1989.3pp | 1370.56%+683.6pp |
| Employer contribution / active EE | $640 | $2,267-71.8% | $4,675-86.3% | $2,626-75.6% |
| Participant deferral / active EE | $1,711 | $2,838-39.7% | $5,631-69.6% | $4,350-60.7% |
| Admin fee / account holder | $135 | $1,744-92.2% | $15,885-99.1% | $1,946-93.1% |