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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 | $5,010 | $85,766-94.2% | $136,298-96.3% | $70,126-92.9% |
| Participation rate | 98.5% | 74.2%+24.4pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 43.56% | 31.46%+12.1pp | 5156.27%-5112.7pp | 73.15%-29.6pp |
| Employer contribution / active EE | $15 | $2,966-99.5% | $4,696-99.7% | $2,343-99.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12 | $5,421-99.8% | $9,244-99.9% | $4,645-99.7% |