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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 | $101,653-99.5% | $147,080-99.7% | $74,459-99.3% |
| Participation rate | 82.4% | 75.6%+6.8pp | 82.2%+0.2pp | 67.2%+15.2pp |
| Annual return | 19.36% | 8754.98%-8735.6pp | 420.17%-400.8pp | 1369.70%-1350.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $654 | $7,304-91.0% | $8,066-91.9% | $4,350-85.0% |
| Admin fee / account holder | $170 | $1,752-90.3% | $12,989-98.7% | $1,945-91.2% |