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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 | $1,726 | $51,878-96.7% | $68,368-97.5% | $79,634-97.8% |
| Participation rate | 73.9% | 53.7%+20.2pp | 73.8%+0.2pp | 62.5%+11.5pp |
| Annual return | 126.84% | 137.43%-10.6pp | 292.57%-165.7pp | 36.46%+90.4pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $528 | $2,577-79.5% | $4,123-87.2% | $3,835-86.2% |
| Admin fee / account holder | $176 | $942-81.3% | $5,150-96.6% | $1,002-82.4% |