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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 | $2,707 | $45,343-94.0% | $150,298-98.2% | $67,986-96.0% |
| Participation rate | 74.2% | 51.9%+22.4pp | 77.8%-3.5pp | 57.2%+17.0pp |
| Annual return | 18.75% | 33.28%-14.5pp | 62.79%-44.0pp | 31.67%-12.9pp |
| Employer contribution / active EE | $357 | $1,462-75.6% | $4,154-91.4% | $2,019-82.3% |
| Participant deferral / active EE | $723 | $2,055-64.8% | $5,453-86.7% | $3,358-78.5% |
| Admin fee / account holder | $226 | $2,250-89.9% | $14,116-98.4% | $3,203-92.9% |