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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,507 | $47,479-69.4% | $62,929-76.9% | $82,448-82.4% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.1%+15.8pp | 68.1%+20.8pp |
| Annual return | 19.58% | 20.34%-0.8pp | 1063.93%-1044.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | -$14 | $1,885-100.7% | $2,505-100.6% | $2,551-100.5% |
| Participant deferral / active EE | $1,991 | $2,870-30.7% | $3,888-48.8% | $4,139-51.9% |
| Admin fee / account holder | $159 | $3,804-95.8% | $5,065-96.9% | $7,234-97.8% |