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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 | $1,184 | $27,826-95.7% | $65,566-98.2% | $71,511-98.3% |
| Participation rate | 67.2% | 57.6%+9.6pp | 64.9%+2.3pp | 67.9%-0.7pp |
| Annual return | 55.43% | 41.56%+13.9pp | 47.40%+8.0pp | 28.86%+26.6pp |
| Employer contribution / active EE | $444 | $1,405-68.4% | $1,692-73.8% | $2,589-82.9% |
| Participant deferral / active EE | $1,006 | $1,861-46.0% | $2,832-64.5% | $4,291-76.6% |
| Admin fee / account holder | $95 | $3,850-97.5% | $4,114-97.7% | $1,588-94.0% |