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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 | $6,500 | $70,684-90.8% | $169,397-96.2% | $75,177-91.4% |
| Participation rate | 89.1% | 64.8%+24.3pp | 77.2%+11.9pp | 67.2%+21.9pp |
| Annual return | 21.53% | 36.38%-14.9pp | 406.23%-384.7pp | 160.75%-139.2pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,604 | $4,310-39.6% | $6,223-58.2% | $4,126-36.9% |
| Admin fee / account holder | $210 | $5,404-96.1% | $9,017-97.7% | $5,651-96.3% |