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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $2,134 | $25,014-91.5% | $69,632-96.9% | $80,959-97.4% |
| Participation rate | 68.4% | 64.2%+4.2pp | 66.4%+2.0pp | 67.7%+0.8pp |
| Annual return | 16.68% | 19.08%-2.4pp | 101.32%-84.6pp | 35.67%-19.0pp |
| Employer contribution / active EE | $753 | $991-24.1% | $1,708-55.9% | $2,757-72.7% |
| Participant deferral / active EE | $1,669 | $1,840-9.3% | $2,889-42.2% | $4,300-61.2% |
| Admin fee / account holder | $204 | $2,491-91.8% | $4,695-95.6% | $6,925-97.0% |