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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 | $3,262 | $24,891-86.9% | $69,623-95.3% | $74,459-95.6% |
| Participation rate | 38.3% | 63.4%-25.1pp | 66.4%-28.1pp | 67.2%-28.9pp |
| Annual return | 34.92% | 18.53%+16.4pp | 101.23%-66.3pp | 1369.70%-1334.8pp |
| Employer contribution / active EE | $345 | $1,005-65.7% | $1,709-79.8% | $2,626-86.9% |
| Participant deferral / active EE | $1,006 | $1,908-47.3% | $2,890-65.2% | $4,350-76.9% |
| Admin fee / account holder | $185 | $1,904-90.3% | $4,696-96.1% | $1,945-90.5% |