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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 | $12,062 | $88,360-86.3% | $145,433-91.7% | $67,986-82.3% |
| Participation rate | 98.7% | 65.5%+33.3pp | 82.1%+16.6pp | 57.2%+41.5pp |
| Annual return | 26.32% | 63.15%-36.8pp | 66.58%-40.3pp | 31.67%-5.3pp |
| Employer contribution / active EE | $1,944 | $3,054-36.3% | $4,554-57.3% | $2,019-3.7% |
| Participant deferral / active EE | $4,538 | $5,932-23.5% | $7,897-42.5% | $3,358+35.2% |
| Admin fee / account holder | $238 | $3,313-92.8% | $13,129-98.2% | $3,203-92.6% |