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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 | $102,382-94.8% | $147,005-96.4% | $80,874-93.4% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 17.32% | 134.89%-117.6pp | 418.76%-401.4pp | 35.62%-18.3pp |
| Employer contribution / active EE | $1,155 | $3,715-68.9% | $4,934-76.6% | $2,756-58.1% |
| Participant deferral / active EE | $2,016 | $6,646-69.7% | $8,070-75.0% | $4,297-53.1% |
| Admin fee / account holder | $274 | $7,942-96.5% | $13,006-97.9% | $6,935-96.0% |