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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 | $38,006-96.4% | $161,489-99.2% | $89,670-98.5% |
| Participation rate | 49.9% | 55.7%-5.8pp | 78.7%-28.8pp | 71.2%-21.2pp |
| Annual return | 31.08% | 51.85%-20.8pp | 89.72%-58.6pp | 19.66%+11.4pp |
| Employer contribution / active EE | $225 | $1,536-85.4% | $4,268-94.7% | $4,041-94.4% |
| Participant deferral / active EE | $495 | $1,865-73.5% | $5,630-91.2% | $3,962-87.5% |
| Admin fee / account holder | $158 | $249-36.6% | $16,006-99.0% | $352-55.1% |