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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 | $1,823 | $81,276-97.8% | $155,574-98.8% | $80,925-97.7% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.7%+22.3pp |
| Annual return | 26.92% | 33.36%-6.4pp | 64.87%-37.9pp | 35.65%-8.7pp |
| Employer contribution / active EE | $72 | $3,103-97.7% | $4,676-98.5% | $2,756-97.4% |
| Participant deferral / active EE | $1,049 | $3,453-69.6% | $5,629-81.4% | $4,299-75.6% |
| Admin fee / account holder | $41 | $7,993-99.5% | $15,914-99.7% | $6,940-99.4% |