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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 | $2,393 | $76,834-96.9% | $108,359-97.8% | $87,485-97.3% |
| Participation rate | 80.0% | 61.7%+18.3pp | 70.1%+9.9pp | 68.9%+11.1pp |
| Annual return | 19.32% | 19.09%+0.2pp | 36.89%-17.6pp | 26.06%-6.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,327 | $3,100-57.2% | $4,137-67.9% | $4,274-69.0% |
| Admin fee / account holder | $40 | $6,537-99.4% | $9,741-99.6% | $7,775-99.5% |