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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,794 | $51,638-92.7% | $68,368-94.5% | $82,448-95.4% |
| Participation rate | 43.1% | 63.6%-20.6pp | 73.8%-30.7pp | 68.1%-25.0pp |
| Annual return | 14.77% | 37.53%-22.8pp | 292.57%-277.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $651 | $2,914-77.7% | $4,123-84.2% | $4,139-84.3% |
| Admin fee / account holder | $147 | $4,643-96.8% | $5,150-97.1% | $7,234-98.0% |