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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 | $9,118 | $63,924-85.7% | $108,582-91.6% | $55,167-83.5% |
| Participation rate | 66.9% | 74.3%-7.4pp | 79.6%-12.7pp | 69.0%-2.1pp |
| Annual return | 134.24% | 15.31%+118.9pp | -51.70%+185.9pp | 169.23%-35.0pp |
| Employer contribution / active EE | $1,477 | $1,879-21.4% | $3,758-60.7% | $1,963-24.7% |
| Participant deferral / active EE | $2,110 | $3,067-31.2% | $4,311-51.1% | $3,054-30.9% |
| Admin fee / account holder | $185 | $618-70.0% | $7,645-97.6% | $504-63.3% |