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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 | $1,011 | $47,105-97.9% | $68,368-98.5% | $67,986-98.5% |
| Participation rate | 74.6% | 51.8%+22.9pp | 73.8%+0.9pp | 57.2%+17.4pp |
| Annual return | 30.74% | 48.37%-17.6pp | 292.57%-261.8pp | 31.67%-0.9pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $546 | $2,374-77.0% | $4,123-86.7% | $3,358-83.7% |
| Admin fee / account holder | $173 | $2,435-92.9% | $5,150-96.6% | $3,203-94.6% |