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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 | $2,522 | $76,407-96.7% | $150,298-98.3% | $82,448-96.9% |
| Participation rate | 80.2% | 66.4%+13.8pp | 77.8%+2.5pp | 68.1%+12.2pp |
| Annual return | 20.73% | 39.99%-19.3pp | 62.79%-42.1pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,094 | $3,214-66.0% | $5,453-79.9% | $4,139-73.6% |
| Admin fee / account holder | $156 | $6,352-97.5% | $14,116-98.9% | $7,234-97.8% |