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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $1,981 | $25,014-92.1% | $69,632-97.2% | $80,959-97.6% |
| Participation rate | 63.1% | 64.2%-1.1pp | 66.4%-3.3pp | 67.7%-4.6pp |
| Annual return | 17.70% | 19.08%-1.4pp | 101.32%-83.6pp | 35.67%-18.0pp |
| Employer contribution / active EE | $692 | $991-30.2% | $1,708-59.5% | $2,757-74.9% |
| Participant deferral / active EE | $1,530 | $1,840-16.8% | $2,889-47.0% | $4,300-64.4% |
| Admin fee / account holder | $98 | $2,491-96.1% | $4,695-97.9% | $6,925-98.6% |