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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 | $11,939 | $106,749-88.8% | $145,433-91.8% | $82,448-85.5% |
| Participation rate | 95.9% | 75.6%+20.2pp | 82.1%+13.8pp | 68.1%+27.8pp |
| Annual return | 25.08% | 27.59%-2.5pp | 66.58%-41.5pp | 41.64%-16.6pp |
| Employer contribution / active EE | $2,186 | $3,444-36.5% | $4,554-52.0% | $2,551-14.3% |
| Participant deferral / active EE | $4,185 | $6,519-35.8% | $7,897-47.0% | $4,139+1.1% |
| Admin fee / account holder | $233 | $8,390-97.2% | $13,129-98.2% | $7,234-96.8% |