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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 | $2,920 | $47,977-93.9% | $154,111-98.1% | $56,287-94.8% |
| Participation rate | 87.7% | 66.2%+21.6pp | 83.0%+4.7pp | 69.9%+17.9pp |
| Annual return | 13.15% | 3.54%+9.6pp | 735.18%-722.0pp | -9.96%+23.1pp |
| Employer contribution / active EE | $288 | $2,169-86.7% | $5,298-94.6% | $2,111-86.4% |
| Participant deferral / active EE | $1,303 | $2,392-45.5% | $5,081-74.4% | $3,350-61.1% |
| Admin fee / account holder | $184 | $438-57.9% | $13,411-98.6% | $521-64.6% |