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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 | $2,205 | $36,002-93.9% | $161,489-98.6% | $64,728-96.6% |
| Participation rate | 34.5% | 57.4%-22.9pp | 78.7%-44.2pp | 57.9%-23.4pp |
| Annual return | 35.38% | 33.93%+1.4pp | 89.72%-54.3pp | 49.38%-14.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $625 | $1,815-65.6% | $5,630-88.9% | $2,729-77.1% |
| Admin fee / account holder | $50 | $931-94.7% | $16,006-99.7% | $1,145-95.7% |