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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 | $2,878 | $25,014-88.5% | $69,623-95.9% | $80,935-96.4% |
| Participation rate | 65.1% | 64.2%+0.8pp | 66.4%-1.4pp | 67.7%-2.6pp |
| Annual return | 39.55% | 19.08%+20.5pp | 101.23%-61.7pp | 35.66%+3.9pp |
| Employer contribution / active EE | $568 | $991-42.7% | $1,709-66.7% | $2,757-79.4% |
| Participant deferral / active EE | $1,331 | $1,840-27.6% | $2,890-53.9% | $4,299-69.0% |
| Admin fee / account holder | $218 | $2,491-91.3% | $4,696-95.4% | $6,924-96.9% |