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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 | $28,167-94.3% | $73,658-97.8% | $64,728-97.5% |
| Participation rate | 58.5% | 21.1%+37.4pp | 57.0%+1.5pp | 57.9%+0.6pp |
| Annual return | 81.04% | 139.75%-58.7pp | 29.72%+51.3pp | 49.38%+31.7pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $855 | $597+43.2% | $2,062-58.5% | $2,729-68.7% |
| Admin fee / account holder | $225 | $1,791-87.5% | $3,357-93.3% | $1,145-80.4% |