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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 | $3,333 | $62,166-94.6% | $81,286-95.9% | $74,429-95.5% |
| Participation rate | 91.0% | 64.1%+27.0pp | 69.5%+21.5pp | 67.2%+23.8pp |
| Annual return | 103.45% | 16.50%+86.9pp | 24.80%+78.7pp | 1368.38%-1264.9pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,463-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,511 | $3,223-53.1% | $3,883-61.1% | $4,348-65.3% |
| Admin fee / account holder | $243 | $1,925-87.4% | $5,764-95.8% | $1,944-87.5% |