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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.
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 | $11,447 | $77,677-85.3% | $109,173-89.5% | $79,391-85.6% |
| Participation rate | 99.4% | 67.8%+31.6pp | 75.9%+23.5pp | 70.7%+28.7pp |
| Annual return | 13.55% | 23.44%-9.9pp | 25.75%-12.2pp | 116.88%-103.3pp |
| Employer contribution / active EE | $908 | $2,798-67.6% | $3,723-75.6% | $2,428-62.6% |
| Participant deferral / active EE | $1,194 | $3,517-66.0% | $4,654-74.3% | $4,046-70.5% |
| Admin fee / account holder | $64 | $732-91.3% | $6,755-99.1% | $627-89.8% |