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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 | $1,021 | $55,446-98.2% | $155,574-99.3% | $74,429-98.6% |
| Participation rate | 83.8% | 61.9%+21.9pp | 78.2%+5.5pp | 67.2%+16.5pp |
| Annual return | 34.51% | 269.20%-234.7pp | 64.87%-30.4pp | 1368.38%-1333.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $560 | $2,836-80.3% | $5,629-90.1% | $4,348-87.1% |
| Admin fee / account holder | $225 | $1,743-87.1% | $15,914-98.6% | $1,944-88.4% |