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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 | $25,477 | $101,591-74.9% | $147,096-82.7% | $74,429-65.8% |
| Participation rate | 94.8% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.6pp |
| Annual return | 839.40% | 8746.45%-7907.1pp | 419.75%+419.7pp | 1368.38%-529.0pp |
| Employer contribution / active EE | $2,040 | $3,813-46.5% | $4,936-58.7% | $2,625-22.3% |
| Participant deferral / active EE | $3,494 | $7,302-52.2% | $8,071-56.7% | $4,348-19.7% |
| Admin fee / account holder | $142 | $1,750-91.9% | $13,005-98.9% | $1,944-92.7% |