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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 | $2,612 | $106,749-97.6% | $145,433-98.2% | $82,448-96.8% |
| Participation rate | 85.2% | 75.6%+9.6pp | 82.1%+3.1pp | 68.1%+17.2pp |
| Annual return | 26.02% | 27.59%-1.6pp | 66.58%-40.6pp | 41.64%-15.6pp |
| Employer contribution / active EE | $1,107 | $3,444-67.9% | $4,554-75.7% | $2,551-56.6% |
| Participant deferral / active EE | $1,376 | $6,519-78.9% | $7,897-82.6% | $4,139-66.8% |
| Admin fee / account holder | $152 | $8,390-98.2% | $13,129-98.8% | $7,234-97.9% |