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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 | $2,973 | $81,358-96.3% | $155,556-98.1% | $80,959-96.3% |
| Participation rate | 91.7% | 66.3%+25.4pp | 78.2%+13.4pp | 67.7%+24.0pp |
| Annual return | 13.66% | 33.39%-19.7pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,071 | $3,106-33.3% | $4,675-55.7% | $2,757-24.9% |
| Participant deferral / active EE | $1,968 | $3,455-43.1% | $5,631-65.1% | $4,300-54.2% |
| Admin fee / account holder | $93 | $7,994-98.8% | $15,885-99.4% | $6,925-98.7% |