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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% | $69,632-95.2% | $80,959-95.9% |
| Participation rate | 69.1% | 64.2%+4.9pp | 66.4%+2.7pp | 67.7%+1.4pp |
| Annual return | 14.42% | 19.08%-4.7pp | 101.32%-86.9pp | 35.67%-21.3pp |
| Employer contribution / active EE | $576 | $991-41.9% | $1,708-66.3% | $2,757-79.1% |
| Participant deferral / active EE | $1,176 | $1,840-36.1% | $2,889-59.3% | $4,300-72.6% |
| Admin fee / account holder | $181 | $2,491-92.7% | $4,695-96.1% | $6,925-97.4% |