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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 | $15,320 | $58,320-73.7% | $86,439-82.3% | $66,930-77.1% |
| Participation rate | 73.5% | 78.6%-5.1pp | 80.3%-6.8pp | 69.8%+3.7pp |
| Annual return | 37.40% | -9.71%+47.1pp | 4395.55%-4358.1pp | 1.57%+35.8pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,254 | $6,899-9.3% | $6,952-10.0% | $4,238+47.6% |
| Admin fee / account holder | $41 | $546-92.5% | $6,732-99.4% | $593-93.1% |