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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 | $1,769 | $25,014-92.9% | $69,701-97.5% | $80,874-97.8% |
| Participation rate | 71.6% | 64.2%+7.3pp | 66.4%+5.1pp | 67.6%+3.9pp |
| Annual return | 19.54% | 19.07%+0.5pp | 100.32%-80.8pp | 35.62%-16.1pp |
| Employer contribution / active EE | $598 | $993-39.8% | $1,713-65.1% | $2,756-78.3% |
| Participant deferral / active EE | $1,303 | $1,839-29.1% | $2,887-54.9% | $4,297-69.7% |
| Admin fee / account holder | $134 | $2,488-94.6% | $4,717-97.2% | $6,935-98.1% |