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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 | $15,343 | $79,151-80.6% | $60,906-74.8% | $64,819-76.3% |
| Participation rate | 63.1% | 77.7%-14.6pp | 73.1%-10.0pp | 71.5%-8.4pp |
| Annual return | 13.11% | -7.12%+20.2pp | 16.94%-3.8pp | 32.84%-19.7pp |
| Employer contribution / active EE | $1,866 | $3,052-38.9% | $2,703-31.0% | $2,507-25.6% |
| Participant deferral / active EE | $3,608 | $3,727-3.2% | $3,814-5.4% | $4,311-16.3% |
| Admin fee / account holder | $162 | $106+53.1% | $3,227-95.0% | $188-13.8% |