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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 | $3,376 | $55,889-94.0% | $76,119-95.6% | $80,935-95.8% |
| Participation rate | 80.0% | 62.1%+17.9pp | 69.1%+10.9pp | 67.7%+12.3pp |
| Annual return | 17.25% | 20.58%-3.3pp | 361.25%-344.0pp | 35.66%-18.4pp |
| Employer contribution / active EE | $904 | $1,866-51.5% | $2,693-66.4% | $2,757-67.2% |
| Participant deferral / active EE | $2,036 | $3,051-33.3% | $4,259-52.2% | $4,299-52.6% |
| Admin fee / account holder | $244 | $5,241-95.4% | $6,421-96.2% | $6,924-96.5% |