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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 | $2,294 | $55,437-95.9% | $155,534-98.5% | $74,459-96.9% |
| Participation rate | 90.1% | 61.9%+28.2pp | 78.2%+11.9pp | 67.2%+22.9pp |
| Annual return | 23.48% | 269.58%-246.1pp | 64.92%-41.4pp | 1369.70%-1346.2pp |
| Employer contribution / active EE | $511 | $2,266-77.4% | $4,675-89.1% | $2,626-80.5% |
| Participant deferral / active EE | $980 | $2,837-65.5% | $5,630-82.6% | $4,350-77.5% |
| Admin fee / account holder | $150 | $1,742-91.4% | $15,900-99.1% | $1,945-92.3% |