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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 | $2,156 | $60,305-96.4% | $81,780-97.4% | $74,400-97.1% |
| Participation rate | 90.9% | 62.9%+28.0pp | 72.4%+18.5pp | 67.2%+23.7pp |
| Annual return | 111.40% | 16.89%+94.5pp | 776.27%-664.9pp | 1367.51%-1256.1pp |
| Employer contribution / active EE | $788 | $2,623-70.0% | $2,914-73.0% | $2,624-70.0% |
| Participant deferral / active EE | $193 | $3,390-94.3% | $4,321-95.5% | $4,348-95.6% |
| Admin fee / account holder | $152 | $1,484-89.7% | $7,384-97.9% | $1,944-92.2% |