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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 | $1,638 | $65,034-97.5% | $90,970-98.2% | $79,856-97.9% |
| Participation rate | 82.0% | 61.6%+20.4pp | 69.0%+13.0pp | 69.6%+12.4pp |
| Annual return | 26.50% | 30.45%-4.0pp | 134.60%-108.1pp | 31.71%-5.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $252 | $2,512-90.0% | $3,373-92.5% | $3,741-93.3% |
| Admin fee / account holder | $2 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |