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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,326 | $102,422-94.8% | $147,117-96.4% | $80,959-93.4% |
| Participation rate | 96.9% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 17.32% | 135.16%-117.8pp | 420.54%-403.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $1,155 | $3,717-68.9% | $4,932-76.6% | $2,757-58.1% |
| Participant deferral / active EE | $2,016 | $6,652-69.7% | $8,065-75.0% | $4,300-53.1% |
| Admin fee / account holder | $274 | $7,953-96.6% | $12,993-97.9% | $6,925-96.0% |