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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 | $6,527 | $77,908-91.6% | $149,696-95.6% | $75,173-91.3% |
| Participation rate | 83.5% | 65.6%+18.0pp | 78.8%+4.8pp | 67.2%+16.3pp |
| Annual return | 650.47% | 31.73%+618.7pp | 134.46%+516.0pp | 160.72%+489.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,560 | $3,411-25.0% | $5,682-55.0% | $4,126-38.0% |
| Admin fee / account holder | $162 | $5,950-97.3% | $13,212-98.8% | $5,651-97.1% |