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Participant 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 | $2,484 | $55,889-95.6% | $76,119-96.7% | $80,935-96.9% |
| Participation rate | 71.2% | 62.1%+9.1pp | 69.1%+2.1pp | 67.7%+3.5pp |
| Annual return | 13.64% | 20.58%-6.9pp | 361.25%-347.6pp | 35.66%-22.0pp |
| Employer contribution / active EE | $588 | $1,866-68.5% | $2,693-78.2% | $2,757-78.7% |
| Participant deferral / active EE | $959 | $3,051-68.6% | $4,259-77.5% | $4,299-77.7% |
| Admin fee / account holder | $167 | $5,241-96.8% | $6,421-97.4% | $6,924-97.6% |