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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 | $1,424 | $36,844-96.1% | $83,854-98.3% | $65,306-97.8% |
| Participation rate | 98.0% | 29.2%+68.8pp | 59.1%+38.9pp | 57.7%+40.4pp |
| Annual return | 62.89% | 22.28%+40.6pp | 31.39%+31.5pp | 21.94%+40.9pp |
| Employer contribution / active EE | $10 | $415-97.5% | $1,017-99.0% | $1,967-99.5% |
| Participant deferral / active EE | $786 | $1,040-24.4% | $2,035-61.4% | $2,959-73.4% |
| Admin fee / account holder | $295 | $2,546-88.4% | $3,197-90.8% | $3,480-91.5% |