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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 | $3,171 | $55,902-94.3% | $76,030-95.8% | $80,959-96.1% |
| Participation rate | 78.9% | 62.1%+16.9pp | 69.1%+9.9pp | 67.7%+11.3pp |
| Annual return | 13.98% | 20.59%-6.6pp | 361.54%-347.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $738 | $1,867-60.5% | $2,688-72.5% | $2,757-73.2% |
| Participant deferral / active EE | $1,712 | $3,051-43.9% | $4,257-59.8% | $4,300-60.2% |
| Admin fee / account holder | $237 | $5,239-95.5% | $6,421-96.3% | $6,925-96.6% |