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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 | $17,360 | $76,112-77.2% | $96,544-82.0% | $71,529-75.7% |
| Participation rate | 56.0% | 74.4%-18.4pp | 76.0%-19.9pp | 67.9%-11.9pp |
| Annual return | 1128.38% | 22.80%+1105.6pp | 25.88%+1102.5pp | 28.97%+1099.4pp |
| Employer contribution / active EE | $1,901 | $2,248-15.4% | $2,966-35.9% | $2,590-26.6% |
| Participant deferral / active EE | $3,924 | $4,217-7.0% | $4,851-19.1% | $4,291-8.6% |
| Admin fee / account holder | $89 | $2,708-96.7% | $8,254-98.9% | $1,588-94.4% |