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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,224 | $51,466-72.4% | $78,778-81.9% | $62,293-77.2% |
| Participation rate | 81.9% | 59.8%+22.1pp | 69.2%+12.7pp | 69.5%+12.4pp |
| Annual return | 15.02% | 19.96%-4.9pp | 35.62%-20.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $406 | $827-50.9% | $1,986-79.6% | $2,042-80.1% |
| Participant deferral / active EE | $1,412 | $2,147-34.3% | $2,958-52.3% | $3,169-55.5% |
| Admin fee / account holder | $2 | $489-99.5% | $5,134-100.0% | $479-99.5% |