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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 | $12,555 | $121,671-89.7% | $211,142-94.1% | $64,340-80.5% |
| Participation rate | 80.8% | 76.5%+4.3pp | 87.3%-6.5pp | 55.2%+25.5pp |
| Annual return | 37.48% | 21.43%+16.1pp | 46.84%-9.4pp | 24.14%+13.3pp |
| Employer contribution / active EE | $84 | $4,066-97.9% | $6,442-98.7% | $1,862-95.5% |
| Participant deferral / active EE | $3,419 | $6,049-43.5% | $9,284-63.2% | $2,980+14.7% |
| Admin fee / account holder | $234 | $4,774-95.1% | $19,076-98.8% | $3,703-93.7% |