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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 | $12,011 | $86,940-86.2% | $102,434-88.3% | $80,935-85.2% |
| Participation rate | 95.0% | 72.4%+22.6pp | 76.5%+18.5pp | 67.7%+27.3pp |
| Annual return | 15.66% | 18.89%-3.2pp | 29.46%-13.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,605 | $2,370-32.2% | $3,023-46.9% | $2,757-41.8% |
| Participant deferral / active EE | $3,266 | $4,121-20.7% | $5,055-35.4% | $4,299-24.0% |
| Admin fee / account holder | $182 | $8,047-97.7% | $9,462-98.1% | $6,924-97.4% |