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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 | $1,490 | $45,343-96.7% | $150,298-99.0% | $67,986-97.8% |
| Participation rate | 92.7% | 51.9%+40.8pp | 77.8%+14.9pp | 57.2%+35.5pp |
| Annual return | 40.94% | 33.28%+7.7pp | 62.79%-21.8pp | 31.67%+9.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,090 | $2,055-46.9% | $5,453-80.0% | $3,358-67.5% |
| Admin fee / account holder | $97 | $2,250-95.7% | $14,116-99.3% | $3,203-97.0% |