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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 | $2,273 | $87,166-97.4% | $76,735-97.0% | $137,256-98.3% |
| Participation rate | 87.0% | 74.4%+12.6pp | 69.5%+17.5pp | 80.0%+7.0pp |
| Annual return | 13.66% | 26.50%-12.8pp | 29.77%-16.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $787 | $2,904-72.9% | $2,454-67.9% | $4,156-81.1% |
| Participant deferral / active EE | $1,215 | $4,726-74.3% | $4,088-70.3% | $6,407-81.0% |
| Admin fee / account holder | $214 | $8,403-97.5% | $7,189-97.0% | $12,270-98.3% |