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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 | $43,730-97.7% | $66,674-98.5% | $64,097-98.4% |
| Participation rate | 74.6% | 50.7%+23.9pp | 73.7%+1.0pp | 55.2%+19.5pp |
| Annual return | 30.74% | 53.62%-22.9pp | 321.24%-290.5pp | 34.64%-3.9pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $546 | $2,122-74.2% | $4,084-86.6% | $3,080-82.3% |
| Admin fee / account holder | $173 | $2,708-93.6% | $5,098-96.6% | $3,454-95.0% |