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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 | $58,859-81.6% | $129,397-91.6% | $77,714-86.0% |
| Participation rate | 99.1% | 59.3%+39.8pp | 69.6%+29.5pp | 70.6%+28.5pp |
| Annual return | 3735.42% | 24.74%+3710.7pp | 9453.98%-5718.6pp | 31.26%+3704.2pp |
| Employer contribution / active EE | $4,823 | $1,952+147.0% | $4,154+16.1% | $2,727+76.9% |
| Participant deferral / active EE | $3,262 | $3,215+1.5% | $4,167-21.7% | $4,649-29.8% |
| Admin fee / account holder | $44 | $591-92.6% | $7,679-99.4% | $433-89.9% |