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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 | $4,854 | $51,226-90.5% | $82,744-94.1% | $66,938-92.7% |
| Participation rate | 86.2% | 67.9%+18.3pp | 72.6%+13.7pp | 69.8%+16.4pp |
| Annual return | -17.07% | -9.61%-7.5pp | 702.22%-719.3pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,729 | $2,612-33.8% | $3,008-42.5% | $2,545-32.1% |
| Participant deferral / active EE | $2,188 | $3,460-36.7% | $4,395-50.2% | $4,238-48.4% |
| Admin fee / account holder | $281 | $416-32.5% | $5,325-94.7% | $594-52.7% |