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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 | $4,800 | $55,437-91.3% | $155,534-96.9% | $74,459-93.6% |
| Participation rate | 54.2% | 61.9%-7.7pp | 78.2%-24.1pp | 67.2%-13.1pp |
| Annual return | 18.75% | 269.58%-250.8pp | 64.92%-46.2pp | 1369.70%-1351.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,878 | $2,837-33.8% | $5,630-66.7% | $4,350-56.8% |
| Admin fee / account holder | $154 | $1,742-91.2% | $15,900-99.0% | $1,945-92.1% |