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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 | $1,659 | $29,051-94.3% | $52,425-96.8% | $67,986-97.6% |
| Participation rate | 82.0% | 30.4%+51.5pp | 55.6%+26.3pp | 57.2%+24.8pp |
| Annual return | 23.49% | 24.00%-0.5pp | 302.12%-278.6pp | 31.67%-8.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $547 | $873-37.3% | $1,790-69.4% | $3,358-83.7% |
| Admin fee / account holder | $110 | $2,113-94.8% | $2,495-95.6% | $3,203-96.6% |