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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 | $1,526 | $73,955-97.9% | $96,520-98.4% | $75,181-98.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 27.88% | 26.72%+1.2pp | 35.72%-7.8pp | 160.69%-132.8pp |
| Employer contribution / active EE | $1,432 | $2,930-51.1% | $3,739-61.7% | $2,671-46.4% |
| Participant deferral / active EE | $92 | $3,659-97.5% | $4,879-98.1% | $4,126-97.8% |
| Admin fee / account holder | $63 | $5,217-98.8% | $6,733-99.1% | $5,650-98.9% |