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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 | $1,362 | $49,468-97.2% | $150,298-99.1% | $103,975-98.7% |
| Participation rate | 49.9% | 58.1%-8.2pp | 77.8%-27.9pp | 72.5%-22.6pp |
| Annual return | 31.08% | 38.98%-7.9pp | 62.79%-31.7pp | 19.41%+11.7pp |
| Employer contribution / active EE | $225 | $1,670-86.6% | $4,154-94.6% | $3,722-94.0% |
| Participant deferral / active EE | $495 | $2,650-81.3% | $5,453-90.9% | $5,343-90.7% |
| Admin fee / account holder | $158 | $385-58.9% | $14,116-98.9% | $332-52.4% |