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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 | $10,687 | $55,423-80.7% | $155,602-93.1% | $74,400-85.6% |
| Participation rate | 50.3% | 61.9%-11.6pp | 78.2%-27.9pp | 67.2%-16.9pp |
| Annual return | 19.27% | 269.07%-249.8pp | 64.81%-45.5pp | 1367.51%-1348.2pp |
| Employer contribution / active EE | $846 | $2,266-62.6% | $4,675-81.9% | $2,624-67.8% |
| Participant deferral / active EE | $1,780 | $2,835-37.2% | $5,629-68.4% | $4,348-59.1% |
| Admin fee / account holder | $240 | $1,744-86.2% | $15,923-98.5% | $1,944-87.6% |