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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 | $1,604 | $27,243-94.1% | $52,425-96.9% | $79,634-98.0% |
| Participation rate | 58.5% | 22.4%+36.1pp | 55.6%+2.9pp | 62.5%-4.0pp |
| Annual return | 81.04% | 63.36%+17.7pp | 302.12%-221.1pp | 36.46%+44.6pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $855 | $636+34.6% | $1,790-52.2% | $3,835-77.7% |
| Admin fee / account holder | $225 | $2,105-89.3% | $2,495-91.0% | $1,002-77.6% |