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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 | $691 | $47,105-98.5% | $68,368-99.0% | $67,986-99.0% |
| Participation rate | 75.8% | 51.8%+24.0pp | 73.8%+2.0pp | 57.2%+18.6pp |
| Annual return | 44.58% | 48.37%-3.8pp | 292.57%-248.0pp | 31.67%+12.9pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $489 | $2,374-79.4% | $4,123-88.1% | $3,358-85.4% |
| Admin fee / account holder | $45 | $2,435-98.1% | $5,150-99.1% | $3,203-98.6% |