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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,421 | $63,768-63.3% | $98,483-76.2% | $79,391-70.5% |
| Participation rate | 74.5% | 69.9%+4.6pp | 73.3%+1.1pp | 70.7%+3.7pp |
| Annual return | 17.98% | 626.18%-608.2pp | 1494.38%-1476.4pp | 116.88%-98.9pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,803 | $3,305-45.4% | $4,276-57.8% | $4,046-55.4% |
| Admin fee / account holder | $119 | $516-76.9% | $5,953-98.0% | $627-81.0% |