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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 | $788 | $44,206-98.2% | $94,057-99.2% | $64,728-98.8% |
| Participation rate | 74.0% | 51.0%+23.0pp | 73.3%+0.6pp | 57.9%+16.1pp |
| Annual return | 72.13% | 259.42%-187.3pp | 480.62%-408.5pp | 49.38%+22.8pp |
| Employer contribution / active EE | $0 | $1,635-100.0% | $2,933-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $744 | $1,902-60.9% | $4,709-84.2% | $2,729-72.7% |
| Admin fee / account holder | $115 | $1,230-90.6% | $7,244-98.4% | $1,145-89.9% |