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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 | $501 | $101,539-99.5% | $147,041-99.7% | $74,400-99.3% |
| Participation rate | 82.4% | 75.5%+6.9pp | 82.2%+0.2pp | 67.2%+15.2pp |
| Annual return | 19.36% | 8740.84%-8721.5pp | 419.21%-399.8pp | 1367.51%-1348.1pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $654 | $7,304-91.0% | $8,071-91.9% | $4,348-85.0% |
| Admin fee / account holder | $170 | $1,749-90.3% | $13,006-98.7% | $1,944-91.2% |