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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,993 | $45,872-76.0% | $77,081-85.7% | $68,495-84.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -8.60% | 1.73%-10.3pp | 42.33%-50.9pp | -7.84%-0.8pp |
| Employer contribution / active EE | $6,407 | $1,650+288.4% | $2,813+127.7% | $2,596+146.7% |
| Participant deferral / active EE | $158 | $2,963-94.7% | $4,428-96.4% | $4,028-96.1% |
| Admin fee / account holder | $131 | $3,041-95.7% | $5,427-97.6% | $5,403-97.6% |