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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 | $9,856 | $75,183-86.9% | $123,894-92.0% | $55,167-82.1% |
| Participation rate | 88.1% | 72.8%+15.3pp | 81.4%+6.7pp | 69.0%+19.1pp |
| Annual return | 6162.96% | 19.01%+6144.0pp | 47.52%+6115.4pp | 169.23%+5993.7pp |
| Employer contribution / active EE | $227 | $2,823-92.0% | $4,617-95.1% | $1,963-88.4% |
| Participant deferral / active EE | $3,553 | $5,084-30.1% | $5,984-40.6% | $3,054+16.3% |
| Admin fee / account holder | $64 | $663-90.4% | $8,357-99.2% | $504-87.3% |