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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 | $4,956 | $50,082-90.1% | $93,419-94.7% | $79,852-93.8% |
| Participation rate | 89.7% | 60.9%+28.7pp | 66.8%+22.9pp | 69.6%+20.0pp |
| Annual return | 11.22% | 24.59%-13.4pp | 78.05%-66.8pp | 31.72%-20.5pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $637 | $2,212-71.2% | $3,126-79.6% | $3,740-83.0% |
| Admin fee / account holder | $123 | $3,454-96.4% | $5,230-97.6% | $5,306-97.7% |