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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 | $16,274 | $58,655-72.3% | $91,994-82.3% | $65,185-75.0% |
| Participation rate | 86.7% | 75.3%+11.4pp | 78.6%+8.0pp | 70.2%+16.5pp |
| Annual return | 46.65% | 33.92%+12.7pp | 69.04%-22.4pp | 29.38%+17.3pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,399 | $5,474+16.9% | $5,924+8.0% | $3,514+82.1% |
| Admin fee / account holder | $258 | $434-40.6% | $7,744-96.7% | $847-69.5% |