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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 | $43,730-98.9% | $66,674-99.2% | $64,097-99.2% |
| Participation rate | 86.2% | 50.7%+35.5pp | 73.7%+12.5pp | 55.2%+31.0pp |
| Annual return | 127.31% | 53.62%+73.7pp | 321.24%-193.9pp | 34.64%+92.7pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $465 | $2,122-78.1% | $4,084-88.6% | $3,080-84.9% |
| Admin fee / account holder | $28 | $2,708-99.0% | $5,098-99.4% | $3,454-99.2% |