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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 | $1,216 | $22,602-94.6% | $65,566-98.1% | $75,173-98.4% |
| Participation rate | 75.5% | 63.1%+12.5pp | 64.9%+10.6pp | 67.2%+8.3pp |
| Annual return | 198.04% | 71.13%+126.9pp | 47.40%+150.6pp | 160.72%+37.3pp |
| Employer contribution / active EE | $365 | $941-61.2% | $1,692-78.4% | $2,671-86.3% |
| Participant deferral / active EE | $814 | $1,695-51.9% | $2,832-71.2% | $4,126-80.3% |
| Admin fee / account holder | $20 | $1,877-98.9% | $4,114-99.5% | $5,651-99.6% |