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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 | $5,146 | $58,264-91.2% | $86,617-94.1% | $71,495-92.8% |
| Participation rate | 83.3% | 65.0%+18.3pp | 71.7%+11.6pp | 67.9%+15.4pp |
| Annual return | 30.73% | 21.63%+9.1pp | 591.91%-561.2pp | 28.85%+1.9pp |
| Employer contribution / active EE | $1,032 | $2,574-59.9% | $3,023-65.9% | $2,589-60.2% |
| Participant deferral / active EE | $1,923 | $3,436-44.0% | $4,437-56.7% | $4,291-55.2% |
| Admin fee / account holder | $177 | $1,057-83.3% | $5,613-96.9% | $1,588-88.9% |