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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 | $6,886 | $45,872-85.0% | $77,100-91.1% | $68,490-89.9% |
| Participation rate | 87.8% | 55.9%+31.9pp | 67.9%+19.9pp | 67.9%+19.9pp |
| Annual return | -17.75% | 1.73%-19.5pp | 42.35%-60.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,550 | $1,650-6.0% | $2,815-44.9% | $2,597-40.3% |
| Participant deferral / active EE | $2,560 | $2,963-13.6% | $4,430-42.2% | $4,028-36.5% |
| Admin fee / account holder | $50 | $3,041-98.4% | $5,443-99.1% | $5,403-99.1% |