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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 | $1,997 | $36,140-94.5% | $73,658-97.3% | $64,340-96.9% |
| Participation rate | 89.2% | 31.0%+58.2pp | 57.0%+32.2pp | 55.2%+34.0pp |
| Annual return | 19.86% | 21.48%-1.6pp | 29.72%-9.9pp | 24.14%-4.3pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $760 | $1,023-25.7% | $2,062-63.2% | $2,980-74.5% |
| Admin fee / account holder | $275 | $2,513-89.1% | $3,357-91.8% | $3,703-92.6% |