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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 | $554 | $30,437-98.2% | $56,033-99.0% | $74,459-99.3% |
| Participation rate | 74.3% | 32.9%+41.5pp | 52.5%+21.8pp | 67.2%+7.1pp |
| Annual return | 681.76% | 24.96%+656.8pp | 1711.38%-1029.6pp | 1369.70%-687.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $221 | $1,176-81.2% | $1,954-88.7% | $4,350-94.9% |
| Admin fee / account holder | $33 | $2,363-98.6% | $2,827-98.8% | $1,945-98.3% |