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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 | $13,312 | $88,360-84.9% | $145,433-90.8% | $67,986-80.4% |
| Participation rate | 67.5% | 65.5%+2.0pp | 82.1%-14.6pp | 57.2%+10.3pp |
| Annual return | 45.21% | 63.15%-17.9pp | 66.58%-21.4pp | 31.67%+13.5pp |
| Employer contribution / active EE | $2,373 | $3,054-22.3% | $4,554-47.9% | $2,019+17.6% |
| Participant deferral / active EE | $2,708 | $5,932-54.3% | $7,897-65.7% | $3,358-19.3% |
| Admin fee / account holder | $228 | $3,313-93.1% | $13,129-98.3% | $3,203-92.9% |