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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 | $5,153 | $106,749-95.2% | $145,433-96.5% | $82,448-93.8% |
| Participation rate | 96.1% | 75.6%+20.4pp | 82.1%+14.0pp | 68.1%+28.0pp |
| Annual return | 20.94% | 27.59%-6.6pp | 66.58%-45.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $253 | $3,444-92.6% | $4,554-94.4% | $2,551-90.1% |
| Participant deferral / active EE | $2,833 | $6,519-56.5% | $7,897-64.1% | $4,139-31.6% |
| Admin fee / account holder | $186 | $8,390-97.8% | $13,129-98.6% | $7,234-97.4% |