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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,757 | $63,321-97.2% | $68,808-97.4% | $77,906-97.7% |
| Participation rate | 85.6% | 71.1%+14.5pp | 69.0%+16.6pp | 73.7%+11.9pp |
| Annual return | 1.42% | -6.50%+7.9pp | -6.37%+7.8pp | 12.16%-10.7pp |
| Employer contribution / active EE | $1,387 | $2,794-50.4% | $2,656-47.8% | $2,846-51.3% |
| Participant deferral / active EE | $16 | $4,029-99.6% | $3,942-99.6% | $4,805-99.7% |
| Admin fee / account holder | $0 | $104-100.0% | $4,936-100.0% | $133-100.0% |