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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,849 | $102,422-92.3% | $147,117-94.7% | $80,959-90.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 90.79% | 135.16%-44.4pp | 420.54%-329.8pp | 35.67%+55.1pp |
| Employer contribution / active EE | $46 | $3,717-98.8% | $4,932-99.1% | $2,757-98.3% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $39 | $7,953-99.5% | $12,993-99.7% | $6,925-99.4% |