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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 | $95,084-82.8% | $140,514-88.4% | $69,733-76.6% |
| Participation rate | 67.1% | 68.7%-1.6pp | 77.8%-10.7pp | 62.5%+4.6pp |
| Annual return | 21.89% | 18.56%+3.3pp | 14.36%+7.5pp | 15.22%+6.7pp |
| Employer contribution / active EE | $658 | $2,405-72.7% | $3,378-80.5% | $2,250-70.8% |
| Participant deferral / active EE | $2,781 | $3,868-28.1% | $4,919-43.5% | $3,054-8.9% |
| Admin fee / account holder | $295 | $4,885-94.0% | $13,697-97.8% | $3,102-90.5% |