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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 | $3,466 | $54,726-93.7% | $68,793-95.0% | $64,181-94.6% |
| Participation rate | 97.1% | 68.0%+29.1pp | 72.2%+24.9pp | 69.6%+27.5pp |
| Annual return | -7.74% | -1.62%-6.1pp | -4.63%-3.1pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,657 | $2,626-36.9% | $3,311-50.0% | $3,470-52.2% |
| Admin fee / account holder | $66 | $4,027-98.4% | $5,131-98.7% | $4,887-98.6% |