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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 | $88,360-98.0% | $145,433-98.8% | $67,986-97.3% |
| Participation rate | 81.3% | 65.5%+15.8pp | 82.1%-0.9pp | 57.2%+24.0pp |
| Annual return | 56.56% | 63.15%-6.6pp | 66.58%-10.0pp | 31.67%+24.9pp |
| Employer contribution / active EE | $745 | $3,054-75.6% | $4,554-83.6% | $2,019-63.1% |
| Participant deferral / active EE | $854 | $5,932-85.6% | $7,897-89.2% | $3,358-74.6% |
| Admin fee / account holder | $98 | $3,313-97.0% | $13,129-99.3% | $3,203-96.9% |