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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 | $36,140-96.1% | $73,658-98.1% | $64,340-97.8% |
| Participation rate | 98.0% | 31.0%+67.0pp | 57.0%+41.0pp | 55.2%+42.8pp |
| Annual return | 62.89% | 21.48%+41.4pp | 29.72%+33.2pp | 24.14%+38.7pp |
| Employer contribution / active EE | $10 | $443-97.6% | $1,032-99.0% | $1,862-99.4% |
| Participant deferral / active EE | $786 | $1,023-23.1% | $2,062-61.9% | $2,980-73.6% |
| Admin fee / account holder | $295 | $2,513-88.2% | $3,357-91.2% | $3,703-92.0% |