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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 | $4,232 | $84,499-95.0% | $125,391-96.6% | $66,949-93.7% |
| Participation rate | 96.1% | 76.4%+19.6pp | 82.4%+13.7pp | 69.8%+26.2pp |
| Annual return | 130.60% | -8.49%+139.1pp | 572.41%-441.8pp | 1.57%+129.0pp |
| Employer contribution / active EE | $1,629 | $3,554-54.2% | $4,816-66.2% | $2,545-36.0% |
| Participant deferral / active EE | $2,806 | $6,785-58.6% | $7,448-62.3% | $4,239-33.8% |
| Admin fee / account holder | $128 | $685-81.3% | $10,009-98.7% | $594-78.4% |