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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 | $10,844 | $58,778-81.6% | $129,295-91.6% | $77,671-86.0% |
| Participation rate | 99.1% | 59.2%+39.9pp | 69.6%+29.5pp | 70.6%+28.5pp |
| Annual return | 3735.42% | 24.73%+3710.7pp | 9429.28%-5693.9pp | 31.21%+3704.2pp |
| Employer contribution / active EE | $4,823 | $1,952+147.0% | $4,157+16.0% | $2,726+76.9% |
| Participant deferral / active EE | $3,262 | $3,212+1.5% | $4,169-21.8% | $4,648-29.8% |
| Admin fee / account holder | $44 | $589-92.6% | $7,665-99.4% | $430-89.9% |