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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 | $1,730 | $22,602-92.3% | $65,566-97.4% | $75,173-97.7% |
| Participation rate | 66.7% | 63.1%+3.6pp | 64.9%+1.7pp | 67.2%-0.5pp |
| Annual return | 44.24% | 71.13%-26.9pp | 47.40%-3.2pp | 160.72%-116.5pp |
| Employer contribution / active EE | $587 | $941-37.6% | $1,692-65.3% | $2,671-78.0% |
| Participant deferral / active EE | $1,153 | $1,695-32.0% | $2,832-59.3% | $4,126-72.1% |
| Admin fee / account holder | $219 | $1,877-88.3% | $4,114-94.7% | $5,651-96.1% |