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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 | $2,538 | $56,121-95.5% | $92,985-97.3% | $64,340-96.1% |
| Participation rate | 57.9% | 44.9%+13.0pp | 69.5%-11.6pp | 55.2%+2.6pp |
| Annual return | 58.51% | 19.19%+39.3pp | 27.99%+30.5pp | 24.14%+34.4pp |
| Employer contribution / active EE | $549 | $1,351-59.3% | $2,662-79.4% | $1,862-70.5% |
| Participant deferral / active EE | $1,315 | $2,362-44.3% | $4,377-70.0% | $2,980-55.9% |
| Admin fee / account holder | $163 | $6,869-97.6% | $9,463-98.3% | $3,703-95.6% |