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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 | $4,048 | $36,694-89.0% | $40,145,923-100.0% | $55,167-92.7% |
| Participation rate | 55.9% | 57.2%-1.3pp | 68.4%-12.5pp | 69.0%-13.1pp |
| Annual return | 15.50% | 10.16%+5.3pp | 5.24%+10.3pp | 169.23%-153.7pp |
| Employer contribution / active EE | $664 | $1,135-41.5% | $1,844-64.0% | $1,963-66.2% |
| Participant deferral / active EE | $812 | $1,679-51.6% | $2,591-68.7% | $3,054-73.4% |
| Admin fee / account holder | $253 | $175+44.4% | $2,903-91.3% | $504-49.8% |