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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 | $8,501 | $48,432-82.4% | $121,169-93.0% | $71,495-88.1% |
| Participation rate | 32.8% | 54.3%-21.5pp | 69.5%-36.7pp | 67.9%-35.2pp |
| Annual return | 214.83% | 23.28%+191.6pp | 986.71%-771.9pp | 28.85%+186.0pp |
| Employer contribution / active EE | $944 | $1,493-36.8% | $4,168-77.3% | $2,589-63.5% |
| Participant deferral / active EE | $1,325 | $2,756-51.9% | $4,083-67.5% | $4,291-69.1% |
| Admin fee / account holder | $41 | $1,845-97.8% | $5,645-99.3% | $1,588-97.4% |