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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 | $2,313 | $57,061-95.9% | $85,063-97.3% | $80,911-97.1% |
| Participation rate | 92.9% | 56.3%+36.5pp | 67.5%+25.4pp | 67.6%+25.2pp |
| Annual return | 11.02% | 21.66%-10.6pp | 66.54%-55.5pp | 35.63%-24.6pp |
| Employer contribution / active EE | $681 | $1,799-62.1% | $2,727-75.0% | $2,756-75.3% |
| Participant deferral / active EE | $973 | $3,110-68.7% | $4,523-78.5% | $4,297-77.4% |
| Admin fee / account holder | $214 | $4,986-95.7% | $6,155-96.5% | $6,935-96.9% |