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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 | $26,936-94.0% | $53,647-97.0% | $71,012-97.7% |
| Participation rate | 58.5% | 21.9%+36.6pp | 56.3%+2.2pp | 58.6%-0.1pp |
| Annual return | 81.04% | 81.59%-0.5pp | 358.33%-277.3pp | 37.67%+43.4pp |
| Employer contribution / active EE | $0 | $335-100.0% | $962-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $855 | $590+45.0% | $1,813-52.8% | $3,246-73.7% |
| Admin fee / account holder | $225 | $2,177-89.7% | $2,460-90.9% | $1,167-80.8% |