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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 | $2,086 | $54,558-96.2% | $76,051-97.3% | $74,400-97.2% |
| Participation rate | 60.0% | 60.3%-0.3pp | 69.1%-9.1pp | 67.2%-7.2pp |
| Annual return | 23.45% | 31.83%-8.4pp | 360.42%-337.0pp | 1367.51%-1344.1pp |
| Employer contribution / active EE | $615 | $1,778-65.4% | $2,690-77.1% | $2,624-76.6% |
| Participant deferral / active EE | $1,069 | $3,065-65.1% | $4,257-74.9% | $4,348-75.4% |
| Admin fee / account holder | $155 | $2,232-93.1% | $6,416-97.6% | $1,944-92.0% |