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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 | $1,961 | $73,787-97.3% | $98,716-98.0% | $82,448-97.6% |
| Participation rate | 75.9% | 61.4%+14.5pp | 69.3%+6.6pp | 68.1%+7.9pp |
| Annual return | 19.08% | 18.57%+0.5pp | 31.81%-12.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $539 | $3,081-82.5% | $4,048-86.7% | $4,139-87.0% |
| Admin fee / account holder | $61 | $6,500-99.1% | $8,703-99.3% | $7,234-99.2% |