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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 | $9,611 | $65,084-85.2% | $67,681-85.8% | $64,340-85.1% |
| Participation rate | 87.8% | 66.7%+21.1pp | 73.7%+14.1pp | 55.2%+32.6pp |
| Annual return | 20.09% | 20.50%-0.4pp | 590.58%-570.5pp | 24.14%-4.1pp |
| Employer contribution / active EE | $972 | $2,398-59.5% | $2,678-63.7% | $1,862-47.8% |
| Participant deferral / active EE | $2,996 | $3,210-6.7% | $3,976-24.6% | $2,980+0.5% |
| Admin fee / account holder | $194 | $1,415-86.3% | $6,100-96.8% | $3,703-94.8% |