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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 | $1,514 | $23,330-93.5% | $64,489-97.7% | $82,448-98.2% |
| Participation rate | 56.5% | 68.3%-11.8pp | 67.7%-11.2pp | 68.1%-11.5pp |
| Annual return | 25.17% | 83.66%-58.5pp | 55.03%-29.9pp | 41.64%-16.5pp |
| Employer contribution / active EE | $250 | $824-69.7% | $1,523-83.6% | $2,551-90.2% |
| Participant deferral / active EE | $1,879 | $1,707+10.1% | $2,778-32.3% | $4,139-54.6% |
| Admin fee / account holder | $182 | $2,946-93.8% | $4,260-95.7% | $7,234-97.5% |