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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 | $4,720 | $102,429-95.4% | $147,096-96.8% | $80,925-94.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 147.87% | 135.02%+12.9pp | 419.75%-271.9pp | 35.65%+112.2pp |
| Employer contribution / active EE | $1,524 | $3,716-59.0% | $4,936-69.1% | $2,756-44.7% |
| Participant deferral / active EE | $2,516 | $6,649-62.2% | $8,071-68.8% | $4,299-41.5% |
| Admin fee / account holder | $42 | $7,957-99.5% | $13,005-99.7% | $6,940-99.4% |