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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 | $1,584 | $89,670-98.2% | $94,057-98.3% | $89,670-98.2% |
| Participation rate | 78.5% | 71.2%+7.4pp | 73.3%+5.2pp | 71.2%+7.4pp |
| Annual return | 34.01% | 19.66%+14.4pp | 480.62%-446.6pp | 19.66%+14.4pp |
| Employer contribution / active EE | $12 | $4,041-99.7% | $2,933-99.6% | $4,041-99.7% |
| Participant deferral / active EE | $974 | $3,962-75.4% | $4,709-79.3% | $3,962-75.4% |
| Admin fee / account holder | $119 | $352-66.2% | $7,244-98.4% | $352-66.2% |