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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 | $1,195 | $27,632-95.7% | $61,399-98.1% | $68,495-98.3% |
| Participation rate | 98.8% | 39.5%+59.3pp | 52.6%+46.2pp | 67.9%+30.9pp |
| Annual return | -9.06% | -13.24%+4.2pp | 338.81%-347.9pp | -7.84%-1.2pp |
| Employer contribution / active EE | $98 | $696-85.9% | $1,159-91.5% | $2,596-96.2% |
| Participant deferral / active EE | $436 | $1,264-65.5% | $2,124-79.5% | $4,028-89.2% |
| Admin fee / account holder | $21 | $2,010-99.0% | $2,131-99.0% | $5,403-99.6% |