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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 | $17,249 | $63,924-73.0% | $108,582-84.1% | $55,167-68.7% |
| Participation rate | 71.2% | 74.3%-3.1pp | 79.6%-8.3pp | 69.0%+2.2pp |
| Annual return | 9.34% | 15.31%-6.0pp | -51.70%+61.0pp | 169.23%-159.9pp |
| Employer contribution / active EE | $2,025 | $1,879+7.8% | $3,758-46.1% | $1,963+3.2% |
| Participant deferral / active EE | $6,104 | $3,067+99.0% | $4,311+41.6% | $3,054+99.9% |
| Admin fee / account holder | $118 | $618-80.9% | $7,645-98.5% | $504-76.6% |