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Employer 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 | $1,424 | $29,051-95.1% | $52,425-97.3% | $67,986-97.9% |
| Participation rate | 98.0% | 30.4%+67.6pp | 55.6%+42.4pp | 57.2%+40.8pp |
| Annual return | 62.89% | 24.00%+38.9pp | 302.12%-239.2pp | 31.67%+31.2pp |
| Employer contribution / active EE | $10 | $412-97.5% | $914-98.9% | $2,019-99.5% |
| Participant deferral / active EE | $786 | $873-9.9% | $1,790-56.1% | $3,358-76.6% |
| Admin fee / account holder | $295 | $2,113-86.0% | $2,495-88.2% | $3,203-90.8% |