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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,625 | $98,766-88.2% | $149,730-92.2% | $79,852-85.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 13.59% | 27.43%-13.8pp | 276.70%-263.1pp | 31.72%-18.1pp |
| Employer contribution / active EE | $2,153 | $3,217-33.1% | $4,645-53.6% | $2,471-12.9% |
| Participant deferral / active EE | $605 | $5,681-89.4% | $6,843-91.2% | $3,740-83.8% |
| Admin fee / account holder | $84 | $6,052-98.6% | $9,310-99.1% | $5,306-98.4% |