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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 | $444 | $36,595-98.8% | $88,179-99.5% | $71,012-99.4% |
| Participation rate | 70.5% | 29.2%+41.3pp | 69.1%+1.3pp | 58.6%+11.9pp |
| Annual return | 20.24% | 61.46%-41.2pp | 64.97%-44.7pp | 37.67%-17.4pp |
| Employer contribution / active EE | $0 | $787-100.0% | $2,549-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $129 | $1,195-89.2% | $4,614-97.2% | $3,246-96.0% |
| Admin fee / account holder | $63 | $2,755-97.7% | $7,673-99.2% | $1,167-94.6% |