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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 | $1,946 | $30,421-93.6% | $56,077-96.5% | $74,429-97.4% |
| Participation rate | 56.0% | 32.9%+23.1pp | 52.5%+3.5pp | 67.2%-11.2pp |
| Annual return | 15.88% | 24.94%-9.1pp | 1709.28%-1693.4pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $209 | $610-65.7% | $1,040-79.9% | $2,625-92.0% |
| Participant deferral / active EE | $397 | $1,175-66.2% | $1,954-79.7% | $4,348-90.9% |
| Admin fee / account holder | $118 | $2,363-95.0% | $2,825-95.8% | $1,944-93.9% |