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Participant 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 | $5,479 | $80,731-93.2% | $103,374-94.7% | $74,546-92.7% |
| Participation rate | 99.0% | 65.7%+33.4pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 17.81% | 27.56%-9.8pp | 24.89%-7.1pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $1,931 | $3,158-38.9% | $3,869-50.1% | $2,624-26.4% |
| Participant deferral / active EE | $983 | $3,860-74.5% | $5,058-80.6% | $4,347-77.4% |
| Admin fee / account holder | $184 | $2,369-92.2% | $8,394-97.8% | $1,944-90.5% |