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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 | $106,524-97.5% | $152,301-98.3% | $87,485-97.0% |
| Participation rate | 85.2% | 75.8%+9.5pp | 82.4%+2.8pp | 68.9%+16.3pp |
| Annual return | 26.02% | 26.89%-0.9pp | 80.50%-54.5pp | 26.06%0pp |
| Employer contribution / active EE | $1,107 | $3,371-67.2% | $4,624-76.1% | $2,596-57.4% |
| Participant deferral / active EE | $1,376 | $6,525-78.9% | $8,004-82.8% | $4,274-67.8% |
| Admin fee / account holder | $152 | $8,287-98.2% | $14,398-98.9% | $7,775-98.0% |