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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 | $4,332 | $98,982-95.6% | $162,185-97.3% | $65,186-93.4% |
| Participation rate | 77.4% | 85.8%-8.4pp | 87.6%-10.2pp | 70.2%+7.2pp |
| Annual return | 85.08% | 24.84%+60.2pp | 115.61%-30.5pp | 29.39%+55.7pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,946 | $5,384-45.3% | $7,297-59.6% | $3,514-16.2% |
| Admin fee / account holder | $79 | $596-86.8% | $10,844-99.3% | $847-90.7% |