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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 | $3,754 | $81,487-95.4% | $102,412-96.3% | $80,935-95.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.66% | 25.60%-13.9pp | 24.94%-13.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,436 | $3,103-53.7% | $3,870-62.9% | $2,757-47.9% |
| Participant deferral / active EE | $1,026 | $3,871-73.5% | $5,060-79.7% | $4,299-76.1% |
| Admin fee / account holder | $174 | $6,717-97.4% | $8,388-97.9% | $6,924-97.5% |