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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 | $2,405 | $55,889-95.7% | $76,119-96.8% | $80,935-97.0% |
| Participation rate | 53.6% | 62.1%-8.5pp | 69.1%-15.5pp | 67.7%-14.1pp |
| Annual return | 18.31% | 20.58%-2.3pp | 361.25%-342.9pp | 35.66%-17.4pp |
| Employer contribution / active EE | $820 | $1,866-56.1% | $2,693-69.6% | $2,757-70.3% |
| Participant deferral / active EE | $2,269 | $3,051-25.6% | $4,259-46.7% | $4,299-47.2% |
| Admin fee / account holder | $290 | $5,241-94.5% | $6,421-95.5% | $6,924-95.8% |