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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 | $8,467 | $44,714-81.1% | $91,225-90.7% | $66,938-87.4% |
| Participation rate | 48.6% | 65.0%-16.5pp | 73.2%-24.6pp | 69.8%-21.3pp |
| Annual return | 10.10% | -12.25%+22.3pp | 114.12%-104.0pp | 1.58%+8.5pp |
| Employer contribution / active EE | $1,211 | $1,710-29.2% | $2,851-57.5% | $2,545-52.4% |
| Participant deferral / active EE | $2,258 | $3,355-32.7% | $4,233-46.7% | $4,238-46.7% |
| Admin fee / account holder | $56 | $521-89.2% | $5,422-99.0% | $594-90.6% |