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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,917 | $27,800+11.2% | $58,544-47.2% | $71,495-56.8% |
| Participation rate | 42.2% | 34.6%+7.6pp | 50.9%-8.6pp | 67.9%-25.7pp |
| Annual return | 20.46% | 26.80%-6.3pp | 4249.56%-4229.1pp | 28.85%-8.4pp |
| Employer contribution / active EE | $616 | $632-2.4% | $1,053-41.5% | $2,589-76.2% |
| Participant deferral / active EE | $1,157 | $1,208-4.3% | $1,923-39.9% | $4,291-73.0% |
| Admin fee / account holder | $146 | $1,637-91.1% | $2,520-94.2% | $1,588-90.8% |