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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 | $5,778 | $27,936-79.3% | $58,561-90.1% | $75,173-92.3% |
| Participation rate | 69.8% | 38.8%+31.0pp | 50.9%+18.9pp | 67.2%+2.6pp |
| Annual return | 19.37% | 44.21%-24.8pp | 4251.33%-4232.0pp | 160.72%-141.4pp |
| Employer contribution / active EE | $606 | $670-9.4% | $1,053-42.4% | $2,671-77.3% |
| Participant deferral / active EE | $1,411 | $1,202+17.4% | $1,923-26.6% | $4,126-65.8% |
| Admin fee / account holder | $66 | $1,727-96.2% | $2,520-97.4% | $5,651-98.8% |