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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 | $21,037 | $78,707-73.3% | $117,861-82.2% | $70,126-70.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.12% | 23.30%-6.2pp | 335.11%-318.0pp | 73.15%-56.0pp |
| Employer contribution / active EE | $612 | $2,223-72.5% | $3,786-83.8% | $2,343-73.9% |
| Participant deferral / active EE | $1,319 | $3,297-60.0% | $4,482-70.6% | $3,332-60.4% |
| Admin fee / account holder | $29 | $5,066-99.4% | $8,021-99.6% | $4,645-99.4% |