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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 | $6,301 | $44,746-85.9% | $88,179-92.9% | $64,097-90.2% |
| Participation rate | 81.5% | 39.8%+41.7pp | 69.1%+12.4pp | 55.2%+26.3pp |
| Annual return | 36.60% | 24.70%+11.9pp | 64.97%-28.4pp | 34.64%+2.0pp |
| Employer contribution / active EE | $466 | $1,078-56.8% | $2,549-81.7% | $1,891-75.4% |
| Participant deferral / active EE | $1,025 | $2,072-50.5% | $4,614-77.8% | $3,080-66.7% |
| Admin fee / account holder | $199 | $3,437-94.2% | $7,673-97.4% | $3,454-94.2% |