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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 | $20,173 | $84,493-76.1% | $125,381-83.9% | $66,938-69.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -9.61% | -8.49%-1.1pp | 572.31%-581.9pp | 1.58%-11.2pp |
| Employer contribution / active EE | $2,122 | $3,554-40.3% | $4,815-55.9% | $2,545-16.6% |
| Participant deferral / active EE | $5,928 | $6,783-12.6% | $7,448-20.4% | $4,238+39.9% |
| Admin fee / account holder | $175 | $685-74.4% | $10,007-98.2% | $594-70.5% |