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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 | $2,460 | $58,627-95.8% | $76,735-96.8% | $82,448-97.0% |
| Participation rate | 91.2% | 63.2%+28.0pp | 69.5%+21.7pp | 68.1%+23.1pp |
| Annual return | 19.68% | 39.10%-19.4pp | 29.77%-10.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,171 | $3,134-62.6% | $4,088-71.4% | $4,139-71.7% |
| Admin fee / account holder | $212 | $5,323-96.0% | $7,189-97.1% | $7,234-97.1% |