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Employer 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,337 | $58,726-72.2% | $92,240-82.3% | $62,293-73.8% |
| Participation rate | 76.9% | 68.3%+8.6pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 20.09% | 43.62%-23.5pp | 176.29%-156.2pp | 28.90%-8.8pp |
| Employer contribution / active EE | $185 | $2,392-92.3% | $3,680-95.0% | $2,042-90.9% |
| Participant deferral / active EE | $3,163 | $2,766+14.4% | $3,897-18.8% | $3,169-0.2% |
| Admin fee / account holder | $4 | $556-99.3% | $5,194-99.9% | $479-99.2% |