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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 | $1,211 | $24,811-95.1% | $69,701-98.3% | $74,546-98.4% |
| Participation rate | 72.2% | 63.5%+8.7pp | 66.4%+5.7pp | 67.2%+5.0pp |
| Annual return | 17.73% | 18.53%-0.8pp | 100.32%-82.6pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $376 | $1,003-62.5% | $1,713-78.0% | $2,624-85.7% |
| Participant deferral / active EE | $680 | $1,904-64.3% | $2,887-76.4% | $4,347-84.4% |
| Admin fee / account holder | $151 | $1,898-92.1% | $4,717-96.8% | $1,944-92.3% |