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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 | $1,069 | $25,014-95.7% | $69,623-98.5% | $80,935-98.7% |
| Participation rate | 71.1% | 64.2%+6.8pp | 66.4%+4.6pp | 67.7%+3.4pp |
| Annual return | 19.99% | 19.08%+0.9pp | 101.23%-81.2pp | 35.66%-15.7pp |
| Employer contribution / active EE | $555 | $991-44.0% | $1,709-67.5% | $2,757-79.9% |
| Participant deferral / active EE | $1,148 | $1,840-37.6% | $2,890-60.3% | $4,299-73.3% |
| Admin fee / account holder | $98 | $2,491-96.1% | $4,696-97.9% | $6,924-98.6% |