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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 | $3,747 | $54,717-93.2% | $86,209-95.7% | $71,495-94.8% |
| Participation rate | 72.3% | 60.1%+12.2pp | 69.0%+3.3pp | 67.9%+4.3pp |
| Annual return | 24.21% | 20.07%+4.1pp | 1169.05%-1144.8pp | 28.85%-4.6pp |
| Employer contribution / active EE | $252 | $1,267-80.1% | $2,381-89.4% | $2,589-90.3% |
| Participant deferral / active EE | $1,373 | $3,110-55.9% | $3,986-65.6% | $4,291-68.0% |
| Admin fee / account holder | $107 | $1,922-94.5% | $6,853-98.4% | $1,588-93.3% |