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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 | $60,454-96.4% | $81,844-97.4% | $74,459-97.1% |
| Participation rate | 90.9% | 63.0%+28.0pp | 72.4%+18.5pp | 67.2%+23.7pp |
| Annual return | 111.40% | 16.87%+94.5pp | 778.87%-667.5pp | 1369.70%-1258.3pp |
| Employer contribution / active EE | $788 | $2,630-70.0% | $2,916-73.0% | $2,626-70.0% |
| Participant deferral / active EE | $193 | $3,398-94.3% | $4,323-95.5% | $4,350-95.6% |
| Admin fee / account holder | $152 | $1,490-89.8% | $7,355-97.9% | $1,945-92.2% |