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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 | $703 | $58,311-98.8% | $81,882-99.1% | $80,959-99.1% |
| Participation rate | 75.4% | 63.5%+11.9pp | 72.4%+3.0pp | 67.7%+7.7pp |
| Annual return | 13.79% | 41.85%-28.1pp | 779.47%-765.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $381 | $2,347-83.8% | $2,916-86.9% | $2,757-86.2% |
| Participant deferral / active EE | $192 | $3,287-94.1% | $4,323-95.6% | $4,300-95.5% |
| Admin fee / account holder | $46 | $4,752-99.0% | $7,360-99.4% | $6,925-99.3% |