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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,189 | $52,293-59.5% | $178,498-88.1% | $73,412-71.1% |
| Participation rate | 23.8% | 65.3%-41.5pp | 81.9%-58.1pp | 72.2%-48.4pp |
| Annual return | 65.11% | 34.75%+30.4pp | 151.09%-86.0pp | 59.30%+5.8pp |
| Employer contribution / active EE | $657 | $1,735-62.2% | $5,011-86.9% | $2,234-70.6% |
| Participant deferral / active EE | $1,408 | $2,332-39.6% | $5,202-72.9% | $3,806-63.0% |
| Admin fee / account holder | $230 | $127+80.5% | $13,985-98.4% | $158+45.6% |