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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 | $850 | $29,051-97.1% | $52,425-98.4% | $67,986-98.7% |
| Participation rate | 64.3% | 30.4%+33.9pp | 55.6%+8.7pp | 57.2%+7.1pp |
| Annual return | 46.04% | 24.00%+22.0pp | 302.12%-256.1pp | 31.67%+14.4pp |
| Employer contribution / active EE | $182 | $412-55.9% | $914-80.1% | $2,019-91.0% |
| Participant deferral / active EE | $305 | $873-65.1% | $1,790-83.0% | $3,358-90.9% |
| Admin fee / account holder | $37 | $2,113-98.3% | $2,495-98.5% | $3,203-98.9% |