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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 | $2,725 | $85,766-96.8% | $136,298-98.0% | $70,126-96.1% |
| Participation rate | 94.8% | 74.2%+20.7pp | 81.9%+12.9pp | 69.5%+25.3pp |
| Annual return | 29.52% | 31.46%-1.9pp | 5156.27%-5126.7pp | 73.15%-43.6pp |
| Employer contribution / active EE | $965 | $2,966-67.5% | $4,696-79.5% | $2,343-58.8% |
| Participant deferral / active EE | $1,563 | $5,051-69.1% | $6,247-75.0% | $3,332-53.1% |
| Admin fee / account holder | $191 | $5,421-96.5% | $9,244-97.9% | $4,645-95.9% |