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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 | $1,107 | $52,450-97.9% | $129,384-99.1% | $74,459-98.5% |
| Participation rate | 73.1% | 53.8%+19.2pp | 69.6%+3.4pp | 67.2%+5.9pp |
| Annual return | 12.60% | 15.65%-3.0pp | 9461.77%-9449.2pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $448 | $2,797-84.0% | $4,166-89.2% | $4,350-89.7% |
| Admin fee / account holder | $144 | $2,636-94.5% | $7,686-98.1% | $1,945-92.6% |