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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 | $502 | $47,105-98.9% | $68,368-99.3% | $67,986-99.3% |
| Participation rate | 86.2% | 51.8%+34.4pp | 73.8%+12.4pp | 57.2%+29.0pp |
| Annual return | 127.31% | 48.37%+78.9pp | 292.57%-165.3pp | 31.67%+95.6pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $465 | $2,374-80.4% | $4,123-88.7% | $3,358-86.1% |
| Admin fee / account holder | $28 | $2,435-98.8% | $5,150-99.5% | $3,203-99.1% |