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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 | $27,243-85.8% | $52,425-92.6% | $79,634-95.1% |
| Participation rate | 45.1% | 22.4%+22.6pp | 55.6%-10.6pp | 62.5%-17.4pp |
| Annual return | 23.28% | 63.36%-40.1pp | 302.12%-278.8pp | 36.46%-13.2pp |
| Employer contribution / active EE | $123 | $319-61.5% | $914-86.6% | $2,529-95.1% |
| Participant deferral / active EE | $421 | $636-33.8% | $1,790-76.5% | $3,835-89.0% |
| Admin fee / account holder | $81 | $2,105-96.1% | $2,495-96.8% | $1,002-91.9% |