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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 | $2,764 | $76,696-96.4% | $96,515-97.1% | $71,511-96.1% |
| Participation rate | 88.4% | 66.6%+21.8pp | 74.3%+14.0pp | 67.9%+20.5pp |
| Annual return | 27.20% | 48.32%-21.1pp | 35.73%-8.5pp | 28.86%-1.7pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,932 | $3,770-48.7% | $4,880-60.4% | $4,291-55.0% |
| Admin fee / account holder | $210 | $2,030-89.6% | $6,735-96.9% | $1,588-86.8% |