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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 | $5,193 | $43,496-88.1% | $161,489-96.8% | $64,340-91.9% |
| Participation rate | 91.1% | 53.5%+37.6pp | 78.7%+12.4pp | 55.2%+35.9pp |
| Annual return | 17.39% | 20.76%-3.4pp | 89.72%-72.3pp | 24.14%-6.8pp |
| Employer contribution / active EE | $324 | $1,431-77.3% | $4,268-92.4% | $1,862-82.6% |
| Participant deferral / active EE | $981 | $1,996-50.8% | $5,630-82.6% | $2,980-67.1% |
| Admin fee / account holder | $173 | $2,330-92.6% | $16,006-98.9% | $3,703-95.3% |