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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 | $1,282 | $81,358-98.4% | $155,556-99.2% | $80,959-98.4% |
| Participation rate | 89.4% | 66.3%+23.1pp | 78.2%+11.1pp | 67.7%+21.7pp |
| Annual return | 31.80% | 33.39%-1.6pp | 64.84%-33.0pp | 35.67%-3.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $779 | $3,455-77.5% | $5,631-86.2% | $4,300-81.9% |
| Admin fee / account holder | $41 | $7,994-99.5% | $15,885-99.7% | $6,925-99.4% |