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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $572 | $90,530-99.4% | $76,030-99.2% | $145,897-99.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 39.73% | 625.08%-585.3pp | 361.54%-321.8pp | 552.29%-512.6pp |
| Employer contribution / active EE | $44,437 | $3,319+1238.7% | $2,688+1553.4% | $4,663+853.0% |
| Participant deferral / active EE | $100,735 | $5,164+1850.5% | $4,257+2266.3% | $6,689+1405.9% |
| Admin fee / account holder | $107 | $8,383-98.7% | $6,421-98.3% | $13,390-99.2% |