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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 | $972 | $43,496-97.8% | $161,489-99.4% | $64,340-98.5% |
| Participation rate | 70.9% | 53.5%+17.4pp | 78.7%-7.8pp | 55.2%+15.6pp |
| Annual return | 31.82% | 20.76%+11.1pp | 89.72%-57.9pp | 24.14%+7.7pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $704 | $1,996-64.7% | $5,630-87.5% | $2,980-76.4% |
| Admin fee / account holder | $130 | $2,330-94.4% | $16,006-99.2% | $3,703-96.5% |