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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 | $25,620 | $110,137-76.7% | $161,149-84.1% | $82,637-69.0% |
| Participation rate | 83.9% | 72.4%+11.6pp | 78.8%+5.1pp | 68.1%+15.9pp |
| Annual return | 20.36% | 20.69%-0.3pp | 21.16%-0.8pp | 53.51%-33.1pp |
| Employer contribution / active EE | $1,441 | $2,856-49.5% | $4,360-66.9% | $2,552-43.5% |
| Participant deferral / active EE | $2,883 | $4,575-37.0% | $6,153-53.1% | $4,126-30.1% |
| Admin fee / account holder | $142 | $9,467-98.5% | $15,194-99.1% | $7,339-98.1% |