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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,044 | $91,537-95.6% | $130,045-96.9% | $75,173-94.6% |
| Participation rate | 78.4% | 71.5%+7.0pp | 78.5%-0.1pp | 67.2%+11.2pp |
| Annual return | 21.21% | -631.55%+652.8pp | -137.30%+158.5pp | 160.72%-139.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,362 | $4,343-68.6% | $5,820-76.6% | $4,126-67.0% |
| Admin fee / account holder | $96 | $6,780-98.6% | $10,600-99.1% | $5,651-98.3% |