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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 | $1,806 | $75,058-97.6% | $152,301-98.8% | $64,340-97.2% |
| Participation rate | 81.3% | 60.9%+20.3pp | 82.4%-1.2pp | 55.2%+26.0pp |
| Annual return | 56.56% | 29.93%+26.6pp | 80.50%-23.9pp | 24.14%+32.4pp |
| Employer contribution / active EE | $745 | $2,605-71.4% | $4,624-83.9% | $1,862-60.0% |
| Participant deferral / active EE | $854 | $5,041-83.1% | $8,004-89.3% | $2,980-71.3% |
| Admin fee / account holder | $98 | $4,050-97.6% | $14,398-99.3% | $3,703-97.3% |