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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 | $1,728 | $51,222-96.6% | $70,544-97.5% | $75,173-97.7% |
| Participation rate | 53.1% | 61.0%-7.9pp | 68.4%-15.3pp | 67.2%-14.1pp |
| Annual return | 62.13% | 30.06%+32.1pp | 32.79%+29.3pp | 160.72%-98.6pp |
| Employer contribution / active EE | $664 | $1,827-63.6% | $2,976-77.7% | $2,671-75.1% |
| Participant deferral / active EE | $1,615 | $2,850-43.3% | $4,568-64.6% | $4,126-60.9% |
| Admin fee / account holder | $131 | $4,096-96.8% | $6,427-98.0% | $5,651-97.7% |