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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% | $69,701-96.9% | $80,874-97.4% |
| Participation rate | 68.4% | 64.2%+4.2pp | 66.4%+2.0pp | 67.6%+0.8pp |
| Annual return | 16.68% | 19.07%-2.4pp | 100.32%-83.6pp | 35.62%-18.9pp |
| Employer contribution / active EE | $753 | $993-24.2% | $1,713-56.1% | $2,756-72.7% |
| Participant deferral / active EE | $1,669 | $1,839-9.2% | $2,887-42.2% | $4,297-61.2% |
| Admin fee / account holder | $204 | $2,488-91.8% | $4,717-95.7% | $6,935-97.1% |