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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 | $1,961 | $27,243-92.8% | $52,425-96.3% | $79,634-97.5% |
| Participation rate | 73.7% | 22.4%+51.3pp | 55.6%+18.1pp | 62.5%+11.3pp |
| Annual return | 33.24% | 63.36%-30.1pp | 302.12%-268.9pp | 36.46%-3.2pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,047 | $636+64.7% | $1,790-41.5% | $3,835-72.7% |
| Admin fee / account holder | $55 | $2,105-97.4% | $2,495-97.8% | $1,002-94.5% |