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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 | $11,237 | $53,837-79.1% | $75,714-85.2% | $85,847-86.9% |
| Participation rate | 81.6% | 69.1%+12.6pp | 74.8%+6.8pp | 69.3%+12.3pp |
| Annual return | 50.79% | 24.54%+26.2pp | 104.62%-53.8pp | 318.61%-267.8pp |
| Employer contribution / active EE | $802 | $2,017-60.2% | $2,744-70.8% | $2,565-68.7% |
| Participant deferral / active EE | $579 | $2,895-80.0% | $3,820-84.8% | $3,952-85.4% |
| Admin fee / account holder | $11 | $3,339-99.7% | $3,619-99.7% | $6,261-99.8% |