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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 | $8,093 | $89,225-90.9% | $133,698-93.9% | $74,478-89.1% |
| Participation rate | 84.8% | 69.4%+15.4pp | 76.4%+8.4pp | 67.2%+17.6pp |
| Annual return | 17.03% | 22.76%-5.7pp | 580.90%-563.9pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $1,335 | $2,816-52.6% | $4,218-68.3% | $2,626-49.2% |
| Participant deferral / active EE | $2,311 | $4,597-49.7% | $7,016-67.1% | $4,350-46.9% |
| Admin fee / account holder | $299 | $1,545-80.6% | $6,703-95.5% | $1,946-84.6% |