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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 | $16,344 | $79,867-79.5% | $120,344-86.4% | $64,340-74.6% |
| Participation rate | 67.1% | 63.0%+4.1pp | 76.7%-9.6pp | 55.2%+11.8pp |
| Annual return | 21.89% | 21.10%+0.8pp | 20.30%+1.6pp | 24.14%-2.2pp |
| Employer contribution / active EE | $658 | $1,925-65.8% | $3,020-78.2% | $1,862-64.7% |
| Participant deferral / active EE | $2,781 | $3,593-22.6% | $5,135-45.8% | $2,980-6.7% |
| Admin fee / account holder | $295 | $5,039-94.1% | $12,742-97.7% | $3,703-92.0% |