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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 | $8,346 | $42,548-80.4% | $74,552-88.8% | $56,287-85.2% |
| Participation rate | 90.4% | 60.5%+29.9pp | 69.1%+21.2pp | 69.9%+20.5pp |
| Annual return | -7.04% | 12.40%-19.4pp | 32.53%-39.6pp | -9.96%+2.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,140 | $2,277-50.0% | $3,108-63.3% | $3,350-66.0% |
| Admin fee / account holder | $255 | $467-45.5% | $5,060-95.0% | $521-51.1% |