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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 | $6,864 | $74,535-90.8% | $100,712-93.2% | $82,637-91.7% |
| Participation rate | 97.8% | 61.2%+36.6pp | 69.3%+28.5pp | 68.1%+29.7pp |
| Annual return | 32.01% | 18.92%+13.1pp | 33.27%-1.3pp | 53.51%-21.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,623 | $3,074+17.9% | $4,085-11.3% | $4,126-12.2% |
| Admin fee / account holder | $126 | $6,576-98.1% | $9,256-98.6% | $7,339-98.3% |