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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 | $4,610 | $112,596-95.9% | $152,301-97.0% | $64,728-92.9% |
| Participation rate | 61.9% | 63.6%-1.7pp | 82.4%-20.5pp | 57.9%+4.0pp |
| Annual return | 31.16% | 23.76%+7.4pp | 80.50%-49.3pp | 49.38%-18.2pp |
| Employer contribution / active EE | $855 | $3,716-77.0% | $4,624-81.5% | $2,243-61.9% |
| Participant deferral / active EE | $1,216 | $6,075-80.0% | $8,004-84.8% | $2,729-55.5% |
| Admin fee / account holder | $249 | $996-75.0% | $14,398-98.3% | $1,145-78.2% |