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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 | $3,788 | $58,726-93.6% | $92,240-95.9% | $62,293-93.9% |
| Participation rate | 75.4% | 68.3%+7.0pp | 76.5%-1.1pp | 69.5%+5.8pp |
| Annual return | 14.17% | 43.62%-29.4pp | 176.29%-162.1pp | 28.90%-14.7pp |
| Employer contribution / active EE | $611 | $2,392-74.4% | $3,680-83.4% | $2,042-70.1% |
| Participant deferral / active EE | $893 | $2,766-67.7% | $3,897-77.1% | $3,169-71.8% |
| Admin fee / account holder | $28 | $556-94.9% | $5,194-99.5% | $479-94.1% |