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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 | $16,484 | $46,984-64.9% | $104,068-84.2% | $46,984-64.9% |
| Participation rate | 100.0% | 5.6%+94.4pp | 52.6%+47.4pp | 5.6%+94.4pp |
| Annual return | 8.90% | 39.82%-30.9pp | -10.12%+19.0pp | 39.82%-30.9pp |
| Employer contribution / active EE | $7,955 | $19,980-60.2% | $47,166-83.1% | $19,980-60.2% |
| Participant deferral / active EE | $0 | $614-100.0% | $492-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $4,025-100.0% | $62-100.0% |