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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 | $286 | $122,258-99.8% | $199,883-99.9% | $64,097-99.6% |
| Participation rate | 77.2% | 79.0%-1.8pp | 86.8%-9.6pp | 55.2%+22.0pp |
| Annual return | 22.43% | 24.91%-2.5pp | 43.81%-21.4pp | 34.64%-12.2pp |
| Employer contribution / active EE | $0 | $4,242-100.0% | $6,261-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $112 | $6,258-98.2% | $9,138-98.8% | $3,080-96.4% |
| Admin fee / account holder | $39 | $3,882-99.0% | $17,268-99.8% | $3,454-98.9% |