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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 | $61,295-87.6% | $149,682-94.9% | $71,476-89.4% |
| Participation rate | 90.2% | 62.5%+27.7pp | 78.8%+11.5pp | 67.9%+22.3pp |
| Annual return | 118.70% | 35.86%+82.8pp | 134.35%-15.7pp | 28.85%+89.8pp |
| Employer contribution / active EE | $0 | $2,380-100.0% | $4,818-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,489 | $2,918-14.7% | $5,681-56.2% | $4,290-42.0% |
| Admin fee / account holder | $271 | $1,262-78.5% | $13,210-97.9% | $1,587-82.9% |