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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 | $722 | $60,454-98.8% | $81,844-99.1% | $74,459-99.0% |
| Participation rate | 77.2% | 63.0%+14.2pp | 72.4%+4.8pp | 67.2%+9.9pp |
| Annual return | 13.18% | 16.87%-3.7pp | 778.87%-765.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $432 | $3,398-87.3% | $4,323-90.0% | $4,350-90.1% |
| Admin fee / account holder | $88 | $1,490-94.1% | $7,355-98.8% | $1,945-95.5% |