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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 | $1,059 | $106,749-99.0% | $145,433-99.3% | $82,448-98.7% |
| Participation rate | 77.3% | 75.6%+1.7pp | 82.1%-4.8pp | 68.1%+9.3pp |
| Annual return | 26.47% | 27.59%-1.1pp | 66.58%-40.1pp | 41.64%-15.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $576 | $6,519-91.2% | $7,897-92.7% | $4,139-86.1% |
| Admin fee / account holder | $81 | $8,390-99.0% | $13,129-99.4% | $7,234-98.9% |