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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 | $604 | $38,967-98.4% | $86,233-99.3% | $79,634-99.2% |
| Participation rate | 86.1% | 34.1%+52.1pp | 69.0%+17.1pp | 62.5%+23.7pp |
| Annual return | 21.75% | 49.90%-28.2pp | 61.39%-39.6pp | 36.46%-14.7pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $427 | $1,663-74.3% | $4,559-90.6% | $3,835-88.9% |
| Admin fee / account holder | $93 | $2,660-96.5% | $8,342-98.9% | $1,002-90.7% |