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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 | $1,792 | $55,902-96.8% | $76,030-97.6% | $80,959-97.8% |
| Participation rate | 65.8% | 62.1%+3.7pp | 69.1%-3.3pp | 67.7%-1.9pp |
| Annual return | 11.89% | 20.59%-8.7pp | 361.54%-349.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $506 | $1,867-72.9% | $2,688-81.2% | $2,757-81.7% |
| Participant deferral / active EE | $1,084 | $3,051-64.5% | $4,257-74.5% | $4,300-74.8% |
| Admin fee / account holder | $251 | $5,239-95.2% | $6,421-96.1% | $6,925-96.4% |