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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 | $108,825-76.5% | $156,181-83.6% | $82,448-68.9% |
| Participation rate | 83.9% | 72.4%+11.6pp | 78.8%+5.1pp | 68.1%+15.9pp |
| Annual return | 20.36% | 20.59%-0.2pp | 64.87%-44.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,441 | $2,870-49.8% | $4,294-66.4% | $2,551-43.5% |
| Participant deferral / active EE | $2,883 | $4,577-37.0% | $6,132-53.0% | $4,139-30.3% |
| Admin fee / account holder | $142 | $9,341-98.5% | $14,586-99.0% | $7,234-98.0% |