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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 | $3,860 | $59,584-93.5% | $86,615-95.5% | $79,391-95.1% |
| Participation rate | 88.2% | 67.7%+20.6pp | 71.6%+16.6pp | 70.7%+17.5pp |
| Annual return | 18.31% | 23.15%-4.8pp | 63.51%-45.2pp | 116.88%-98.6pp |
| Employer contribution / active EE | $827 | $1,768-53.2% | $2,496-66.9% | $2,428-65.9% |
| Participant deferral / active EE | $2,196 | $3,036-27.7% | $3,699-40.6% | $4,046-45.7% |
| Admin fee / account holder | $108 | $604-82.2% | $5,830-98.2% | $627-82.8% |