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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 | $1,490 | $55,470-97.3% | $155,556-99.0% | $74,478-98.0% |
| Participation rate | 80.3% | 61.9%+18.4pp | 78.2%+2.1pp | 67.2%+13.1pp |
| Annual return | 202.74% | 269.80%-67.1pp | 64.84%+137.9pp | 1370.56%-1167.8pp |
| Employer contribution / active EE | $419 | $2,267-81.5% | $4,675-91.0% | $2,626-84.0% |
| Participant deferral / active EE | $623 | $2,838-78.1% | $5,631-88.9% | $4,350-85.7% |
| Admin fee / account holder | $24 | $1,744-98.6% | $15,885-99.8% | $1,946-98.8% |