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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 | $12,364 | $84,236-85.3% | $170,435-92.7% | $70,126-82.4% |
| Participation rate | 95.1% | 70.8%+24.2pp | 83.6%+11.5pp | 69.5%+25.5pp |
| Annual return | 24.01% | 23.06%+1.0pp | 205.94%-181.9pp | 73.15%-49.1pp |
| Employer contribution / active EE | $1,493 | $3,387-55.9% | $5,432-72.5% | $2,343-36.2% |
| Participant deferral / active EE | $1,645 | $3,086-46.7% | $4,939-66.7% | $3,332-50.6% |
| Admin fee / account holder | $75 | $5,698-98.7% | $13,881-99.5% | $4,645-98.4% |