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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 | $7,571 | $61,391-87.7% | $149,723-94.9% | $71,529-89.4% |
| Participation rate | 90.2% | 62.5%+27.7pp | 78.8%+11.5pp | 67.9%+22.3pp |
| Annual return | 118.70% | 35.88%+82.8pp | 134.50%-15.8pp | 28.97%+89.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,489 | $2,921-14.8% | $5,682-56.2% | $4,291-42.0% |
| Admin fee / account holder | $271 | $1,264-78.5% | $13,215-97.9% | $1,588-82.9% |