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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 | $13,578 | $58,512-76.8% | $84,020-83.8% | $72,983-81.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.81% | 28.93%-9.1pp | 71.31%-51.5pp | 81.01%-61.2pp |
| Employer contribution / active EE | $2,483 | $1,163+113.5% | $1,984+25.2% | $2,440+1.8% |
| Participant deferral / active EE | $1,619 | $2,394-32.4% | $3,239-50.0% | $3,608-55.1% |
| Admin fee / account holder | $40 | $4,569-99.1% | $6,101-99.3% | $5,124-99.2% |