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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $2,256 | $27,826-91.9% | $65,566-96.6% | $71,511-96.8% |
| Participation rate | 63.4% | 57.6%+5.7pp | 64.9%-1.6pp | 67.9%-4.6pp |
| Annual return | 68.21% | 41.56%+26.7pp | 47.40%+20.8pp | 28.86%+39.4pp |
| Employer contribution / active EE | $583 | $1,405-58.5% | $1,692-65.5% | $2,589-77.5% |
| Participant deferral / active EE | $1,173 | $1,861-37.0% | $2,832-58.6% | $4,291-72.7% |
| Admin fee / account holder | $65 | $3,850-98.3% | $4,114-98.4% | $1,588-95.9% |