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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 | $5,798 | $56,054-89.7% | $171,082-96.6% | $62,881-90.8% |
| Participation rate | 94.4% | 62.9%+31.5pp | 76.7%+17.7pp | 69.3%+25.1pp |
| Annual return | 559.84% | 22.52%+537.3pp | 32.56%+527.3pp | 20.14%+539.7pp |
| Employer contribution / active EE | $1,759 | $1,731+1.6% | $4,002-56.1% | $2,281-22.9% |
| Participant deferral / active EE | $2,783 | $3,158-11.9% | $4,797-42.0% | $3,203-13.1% |
| Admin fee / account holder | $181 | $3,647-95.0% | $8,520-97.9% | $4,296-95.8% |