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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,083 | $64,909-84.5% | $82,312-87.8% | $62,293-83.8% |
| Participation rate | 78.0% | 74.9%+3.1pp | 76.9%+1.1pp | 69.5%+8.5pp |
| Annual return | 28.28% | 21.18%+7.1pp | 25.88%+2.4pp | 28.90%-0.6pp |
| Employer contribution / active EE | $1,154 | $1,676-31.2% | $2,428-52.5% | $2,042-43.5% |
| Participant deferral / active EE | $1,774 | $3,103-42.8% | $3,706-52.1% | $3,169-44.0% |
| Admin fee / account holder | $24 | $440-94.6% | $5,608-99.6% | $479-95.0% |