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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 | $56,063-95.7% | $76,051-96.8% | $80,911-97.0% |
| Participation rate | 53.6% | 62.0%-8.5pp | 69.1%-15.5pp | 67.6%-14.1pp |
| Annual return | 18.31% | 20.54%-2.2pp | 360.42%-342.1pp | 35.63%-17.3pp |
| Employer contribution / active EE | $820 | $1,874-56.3% | $2,690-69.5% | $2,756-70.3% |
| Participant deferral / active EE | $2,269 | $3,052-25.7% | $4,257-46.7% | $4,297-47.2% |
| Admin fee / account holder | $290 | $5,240-94.5% | $6,416-95.5% | $6,935-95.8% |