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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,164 | $59,107-57.4% | $86,439-70.9% | $68,495-63.3% |
| Participation rate | 98.5% | 75.2%+23.2pp | 80.3%+18.1pp | 67.9%+30.6pp |
| Annual return | 5.42% | -0.23%+5.7pp | 4395.55%-4390.1pp | -7.84%+13.3pp |
| Employer contribution / active EE | $5,510 | $2,519+118.7% | $3,769+46.2% | $2,596+112.2% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,028-100.0% |
| Admin fee / account holder | $264 | $5,637-95.3% | $6,732-96.1% | $5,403-95.1% |