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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 | $2,183 | $55,930-96.1% | $76,089-97.1% | $80,925-97.3% |
| Participation rate | 66.7% | 62.1%+4.6pp | 69.1%-2.4pp | 67.7%-1.0pp |
| Annual return | 17.44% | 20.58%-3.1pp | 360.94%-343.5pp | 35.65%-18.2pp |
| Employer contribution / active EE | $508 | $1,866-72.8% | $2,690-81.1% | $2,756-81.6% |
| Participant deferral / active EE | $1,556 | $3,051-49.0% | $4,259-63.5% | $4,299-63.8% |
| Admin fee / account holder | $185 | $5,241-96.5% | $6,418-97.1% | $6,940-97.3% |