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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 | $1,915 | $24,891-92.3% | $69,623-97.2% | $74,459-97.4% |
| Participation rate | 52.4% | 63.4%-11.1pp | 66.4%-14.1pp | 67.2%-14.8pp |
| Annual return | 20.10% | 18.53%+1.6pp | 101.23%-81.1pp | 1369.70%-1349.6pp |
| Employer contribution / active EE | $458 | $1,005-54.4% | $1,709-73.2% | $2,626-82.6% |
| Participant deferral / active EE | $1,249 | $1,908-34.5% | $2,890-56.8% | $4,350-71.3% |
| Admin fee / account holder | $258 | $1,904-86.4% | $4,696-94.5% | $1,945-86.7% |