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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 | $3,318 | $25,014-86.7% | $69,701-95.2% | $80,874-95.9% |
| Participation rate | 69.1% | 64.2%+4.9pp | 66.4%+2.7pp | 67.6%+1.5pp |
| Annual return | 14.42% | 19.07%-4.7pp | 100.32%-85.9pp | 35.62%-21.2pp |
| Employer contribution / active EE | $576 | $993-42.0% | $1,713-66.4% | $2,756-79.1% |
| Participant deferral / active EE | $1,176 | $1,839-36.0% | $2,887-59.3% | $4,297-72.6% |
| Admin fee / account holder | $181 | $2,488-92.7% | $4,717-96.2% | $6,935-97.4% |