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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 | $1,896 | $73,787-97.4% | $98,716-98.1% | $82,448-97.7% |
| Participation rate | 60.8% | 61.4%-0.6pp | 69.3%-8.5pp | 68.1%-7.3pp |
| Annual return | 28.70% | 18.57%+10.1pp | 31.81%-3.1pp | 41.64%-12.9pp |
| Employer contribution / active EE | $757 | $1,511-49.9% | $2,279-66.8% | $2,551-70.3% |
| Participant deferral / active EE | $1,342 | $3,081-56.5% | $4,048-66.8% | $4,139-67.6% |
| Admin fee / account holder | $249 | $6,500-96.2% | $8,703-97.1% | $7,234-96.6% |