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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 | $58,911-81.6% | $129,384-91.6% | $77,736-86.0% |
| Participation rate | 99.1% | 59.4%+39.7pp | 69.6%+29.5pp | 70.6%+28.5pp |
| Annual return | 3735.42% | 24.75%+3710.7pp | 9461.77%-5726.4pp | 31.26%+3704.2pp |
| Employer contribution / active EE | $4,823 | $1,955+146.7% | $4,153+16.1% | $2,728+76.8% |
| Participant deferral / active EE | $3,262 | $3,220+1.3% | $4,166-21.7% | $4,651-29.9% |
| Admin fee / account holder | $44 | $592-92.6% | $7,686-99.4% | $433-89.9% |