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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 | $852 | $78,690-98.9% | $161,489-99.5% | $87,485-99.0% |
| Participation rate | 71.6% | 67.5%+4.1pp | 78.7%-7.1pp | 68.9%+2.7pp |
| Annual return | 18.48% | 32.74%-14.3pp | 89.72%-71.2pp | 26.06%-7.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $389 | $3,311-88.3% | $5,630-93.1% | $4,274-90.9% |
| Admin fee / account holder | $31 | $6,724-99.5% | $16,006-99.8% | $7,775-99.6% |