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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 | $50,114 | $80,748-37.9% | $102,383-51.1% | $74,429-32.7% |
| Participation rate | 64.5% | 65.7%-1.2pp | 74.5%-10.0pp | 67.2%-2.7pp |
| Annual return | 16.73% | 27.57%-10.8pp | 24.94%-8.2pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $2,385 | $3,159-24.5% | $3,870-38.4% | $2,625-9.1% |
| Participant deferral / active EE | $4,384 | $3,861+13.5% | $5,060-13.4% | $4,348+0.8% |
| Admin fee / account holder | $234 | $2,371-90.1% | $8,391-97.2% | $1,944-88.0% |