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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 | $1,971 | $56,443-96.5% | $83,831-97.6% | $55,725-96.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 0.00% | 393.67%-393.7pp | 850.99%-851.0pp | 244.93%-244.9pp |
| Employer contribution / active EE | $2,387 | $2,682-11.0% | $3,631-34.3% | $2,078+14.8% |
| Participant deferral / active EE | $162 | $2,965-94.5% | $4,082-96.0% | $3,356-95.2% |
| Admin fee / account holder | $120 | $156-23.1% | $5,479-97.8% | $115+4.3% |