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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 | $641 | $41,150-98.4% | $80,627-99.2% | $71,511-99.1% |
| Participation rate | 90.8% | 50.3%+40.5pp | 67.0%+23.7pp | 67.9%+22.8pp |
| Annual return | 18.96% | 38.48%-19.5pp | 936.76%-917.8pp | 28.86%-9.9pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $274 | $2,701-89.8% | $4,443-93.8% | $4,291-93.6% |
| Admin fee / account holder | $43 | $1,841-97.7% | $5,381-99.2% | $1,588-97.3% |