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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 | $128,603-99.8% | $197,124-99.9% | $67,986-99.6% |
| Participation rate | 77.2% | 81.7%-4.5pp | 86.7%-9.5pp | 57.2%+20.0pp |
| Annual return | 22.43% | 23.77%-1.3pp | 44.34%-21.9pp | 31.67%-9.2pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $112 | $6,840-98.4% | $9,135-98.8% | $3,358-96.7% |
| Admin fee / account holder | $39 | $3,035-98.7% | $16,298-99.8% | $3,203-98.8% |