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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 | $76,834-97.4% | $108,359-98.2% | $87,485-97.8% |
| Participation rate | 75.9% | 61.7%+14.2pp | 70.1%+5.8pp | 68.9%+7.0pp |
| Annual return | 19.08% | 19.09%0pp | 36.89%-17.8pp | 26.06%-7.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $539 | $3,100-82.6% | $4,137-87.0% | $4,274-87.4% |
| Admin fee / account holder | $61 | $6,537-99.1% | $9,741-99.4% | $7,775-99.2% |