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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,293 | $26,140-68.3% | $58,507-85.8% | $74,473-88.9% |
| Participation rate | 17.6% | 32.1%-14.5pp | 50.9%-33.3pp | 70.7%-53.1pp |
| Annual return | 60.18% | 32.51%+27.7pp | 4252.32%-4192.1pp | 34.36%+25.8pp |
| Employer contribution / active EE | $188 | $537-64.9% | $1,053-82.1% | $2,638-92.9% |
| Participant deferral / active EE | $637 | $1,075-40.8% | $1,922-66.9% | $4,530-85.9% |
| Admin fee / account holder | $234 | $652-64.1% | $2,486-90.6% | $347-32.5% |