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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 | $10,345 | $102,385-89.9% | $147,080-93.0% | $80,935-87.2% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 19.91% | 135.09%-115.2pp | 420.17%-400.3pp | 35.66%-15.7pp |
| Employer contribution / active EE | $2,178 | $3,717-41.4% | $4,933-55.8% | $2,757-21.0% |
| Participant deferral / active EE | $3,193 | $6,651-52.0% | $8,066-60.4% | $4,299-25.7% |
| Admin fee / account holder | $100 | $7,951-98.7% | $12,989-99.2% | $6,924-98.6% |