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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 | $7,344 | $55,453-86.8% | $170,435-95.7% | $62,293-88.2% |
| Participation rate | 87.6% | 66.4%+21.3pp | 83.6%+4.0pp | 69.5%+18.1pp |
| Annual return | 13.52% | 21.38%-7.9pp | 205.94%-192.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $295 | $2,164-86.4% | $5,432-94.6% | $2,042-85.6% |
| Participant deferral / active EE | $883 | $2,303-61.6% | $4,939-82.1% | $3,169-72.1% |
| Admin fee / account holder | $100 | $455-78.0% | $13,881-99.3% | $479-79.2% |