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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 | $55,446-97.3% | $155,574-99.0% | $74,429-98.0% |
| Participation rate | 80.3% | 61.9%+18.4pp | 78.2%+2.1pp | 67.2%+13.1pp |
| Annual return | 202.74% | 269.20%-66.5pp | 64.87%+137.9pp | 1368.38%-1165.6pp |
| Employer contribution / active EE | $419 | $2,266-81.5% | $4,676-91.0% | $2,625-84.0% |
| Participant deferral / active EE | $623 | $2,836-78.0% | $5,629-88.9% | $4,348-85.7% |
| Admin fee / account holder | $24 | $1,743-98.6% | $15,914-99.9% | $1,944-98.8% |