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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 | $1,988 | $55,889-96.4% | $76,119-97.4% | $80,935-97.5% |
| Participation rate | 77.2% | 62.1%+15.1pp | 69.1%+8.1pp | 67.7%+9.5pp |
| Annual return | 15.12% | 20.58%-5.5pp | 361.25%-346.1pp | 35.66%-20.5pp |
| Employer contribution / active EE | $591 | $1,866-68.3% | $2,693-78.1% | $2,757-78.6% |
| Participant deferral / active EE | $1,376 | $3,051-54.9% | $4,259-67.7% | $4,299-68.0% |
| Admin fee / account holder | $206 | $5,241-96.1% | $6,421-96.8% | $6,924-97.0% |