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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 | $1,788 | $22,602-92.1% | $65,328-97.3% | $75,181-97.6% |
| Participation rate | 68.9% | 63.1%+5.8pp | 64.9%+3.9pp | 67.2%+1.7pp |
| Annual return | 40.38% | 71.13%-30.8pp | 47.39%-7.0pp | 160.69%-120.3pp |
| Employer contribution / active EE | $782 | $941-16.9% | $1,692-53.8% | $2,671-70.7% |
| Participant deferral / active EE | $1,509 | $1,695-10.9% | $2,832-46.7% | $4,126-63.4% |
| Admin fee / account holder | $147 | $1,877-92.2% | $4,116-96.4% | $5,650-97.4% |