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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 | $9,982 | $73,787-86.5% | $98,716-89.9% | $82,448-87.9% |
| Participation rate | 95.8% | 61.4%+34.4pp | 69.3%+26.5pp | 68.1%+27.7pp |
| Annual return | 18.80% | 18.57%+0.2pp | 31.81%-13.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,187 | $1,511-21.5% | $2,279-47.9% | $2,551-53.5% |
| Participant deferral / active EE | $2,208 | $3,081-28.3% | $4,048-45.4% | $4,139-46.7% |
| Admin fee / account holder | $120 | $6,500-98.1% | $8,703-98.6% | $7,234-98.3% |