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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 | $3,514 | $72,639-95.2% | $90,766-96.1% | $66,949-94.8% |
| Participation rate | 84.5% | 73.7%+10.8pp | 75.7%+8.8pp | 69.8%+14.7pp |
| Annual return | 512.36% | -12.28%+524.6pp | -12.16%+524.5pp | 1.57%+510.8pp |
| Employer contribution / active EE | $1,145 | $2,369-51.7% | $2,922-60.8% | $2,545-55.0% |
| Participant deferral / active EE | $1,490 | $3,979-62.6% | $4,565-67.4% | $4,239-64.9% |
| Admin fee / account holder | $49 | $708-93.1% | $8,446-99.4% | $594-91.8% |