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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 | $457 | $59,456-99.2% | $93,681-99.5% | $74,400-99.4% |
| Participation rate | 84.6% | 59.6%+25.0pp | 68.7%+15.9pp | 67.2%+17.4pp |
| Annual return | 131.14% | 82.00%+49.1pp | 133.47%-2.3pp | 1367.51%-1236.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $355 | $3,052-88.4% | $4,415-92.0% | $4,348-91.8% |
| Admin fee / account holder | $26 | $3,026-99.1% | $8,290-99.7% | $1,944-98.6% |