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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 | $315 | $55,470-99.4% | $155,556-99.8% | $74,478-99.6% |
| Participation rate | 79.8% | 61.9%+17.9pp | 78.2%+1.6pp | 67.2%+12.6pp |
| Annual return | 15.58% | 269.80%-254.2pp | 64.84%-49.3pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $221 | $2,838-92.2% | $5,631-96.1% | $4,350-94.9% |
| Admin fee / account holder | $9 | $1,744-99.5% | $15,885-99.9% | $1,946-99.5% |