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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 | $90,397-99.4% | $76,002-99.2% | $145,959-99.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 39.73% | 621.97%-582.2pp | 360.07%-320.3pp | 561.95%-522.2pp |
| Employer contribution / active EE | $44,437 | $3,317+1239.6% | $2,688+1553.0% | $4,661+853.4% |
| Participant deferral / active EE | $100,735 | $5,163+1850.9% | $4,257+2266.5% | $6,689+1406.1% |
| Admin fee / account holder | $107 | $8,369-98.7% | $6,414-98.3% | $13,398-99.2% |