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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 | $2,273 | $107,733-97.9% | $92,985-97.6% | $154,746-98.5% |
| Participation rate | 87.0% | 74.6%+12.4pp | 69.5%+17.5pp | 80.7%+6.3pp |
| Annual return | 13.66% | 30.39%-16.7pp | 27.99%-14.3pp | 172.34%-158.7pp |
| Employer contribution / active EE | $787 | $3,126-74.8% | $2,662-70.4% | $4,379-82.0% |
| Participant deferral / active EE | $1,215 | $5,053-75.9% | $4,377-72.2% | $6,730-81.9% |
| Admin fee / account holder | $214 | $11,369-98.1% | $9,463-97.7% | $14,365-98.5% |