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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 | $2,655 | $51,878-94.9% | $68,368-96.1% | $79,634-96.7% |
| Participation rate | 59.7% | 53.7%+6.0pp | 73.8%-14.0pp | 62.5%-2.8pp |
| Annual return | 51.60% | 137.43%-85.8pp | 292.57%-241.0pp | 36.46%+15.1pp |
| Employer contribution / active EE | $673 | $1,931-65.2% | $2,649-74.6% | $2,529-73.4% |
| Participant deferral / active EE | $983 | $2,577-61.8% | $4,123-76.1% | $3,835-74.4% |
| Admin fee / account holder | $284 | $942-69.8% | $5,150-94.5% | $1,002-71.6% |