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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 | $76,642-97.6% | $146,866-98.8% | $65,306-97.2% |
| Participation rate | 81.3% | 61.2%+20.0pp | 82.5%-1.3pp | 57.7%+23.6pp |
| Annual return | 56.56% | 33.40%+23.2pp | 102.85%-46.3pp | 21.94%+34.6pp |
| Employer contribution / active EE | $745 | $2,621-71.6% | $4,425-83.2% | $1,967-62.1% |
| Participant deferral / active EE | $854 | $4,864-82.4% | $7,759-89.0% | $2,959-71.1% |
| Admin fee / account holder | $98 | $3,960-97.5% | $13,620-99.3% | $3,480-97.2% |