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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 | $4,433 | $57,073-92.2% | $85,126-94.8% | $80,925-94.5% |
| Participation rate | 87.8% | 56.4%+31.4pp | 67.5%+20.3pp | 67.7%+20.2pp |
| Annual return | 12.94% | 21.69%-8.8pp | 66.63%-53.7pp | 35.65%-22.7pp |
| Employer contribution / active EE | $760 | $1,801-57.8% | $2,731-72.2% | $2,756-72.4% |
| Participant deferral / active EE | $1,654 | $3,113-46.9% | $4,523-63.4% | $4,299-61.5% |
| Admin fee / account holder | $252 | $4,988-94.9% | $6,160-95.9% | $6,940-96.4% |