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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 | $5,089 | $45,343-88.8% | $150,298-96.6% | $67,986-92.5% |
| Participation rate | 77.4% | 51.9%+25.6pp | 77.8%-0.3pp | 57.2%+20.2pp |
| Annual return | 23.31% | 33.28%-10.0pp | 62.79%-39.5pp | 31.67%-8.4pp |
| Employer contribution / active EE | $358 | $1,462-75.5% | $4,154-91.4% | $2,019-82.3% |
| Participant deferral / active EE | $929 | $2,055-54.8% | $5,453-83.0% | $3,358-72.3% |
| Admin fee / account holder | $204 | $2,250-90.9% | $14,116-98.6% | $3,203-93.6% |