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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 | $2,196 | $45,343-95.2% | $150,298-98.5% | $67,986-96.8% |
| Participation rate | 88.3% | 51.9%+36.5pp | 77.8%+10.6pp | 57.2%+31.1pp |
| Annual return | 173.72% | 33.28%+140.4pp | 62.79%+110.9pp | 31.67%+142.1pp |
| Employer contribution / active EE | $1,005 | $1,462-31.3% | $4,154-75.8% | $2,019-50.2% |
| Participant deferral / active EE | $1,389 | $2,055-32.4% | $5,453-74.5% | $3,358-58.6% |
| Admin fee / account holder | $274 | $2,250-87.8% | $14,116-98.1% | $3,203-91.4% |