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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 | $3,864 | $28,167-86.3% | $73,658-94.8% | $64,728-94.0% |
| Participation rate | 45.1% | 21.1%+24.0pp | 57.0%-12.0pp | 57.9%-12.8pp |
| Annual return | 23.28% | 139.75%-116.5pp | 29.72%-6.4pp | 49.38%-26.1pp |
| Employer contribution / active EE | $123 | $373-67.1% | $1,032-88.1% | $2,243-94.5% |
| Participant deferral / active EE | $421 | $597-29.5% | $2,062-79.6% | $2,729-84.6% |
| Admin fee / account holder | $81 | $1,791-95.5% | $3,357-97.6% | $1,145-92.9% |