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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,668 | $74,706-72.3% | $75,714-72.7% | $79,391-74.0% |
| Participation rate | 85.7% | 75.3%+10.4pp | 74.8%+10.9pp | 70.7%+15.0pp |
| Annual return | 17.55% | 18.52%-1.0pp | 104.62%-87.1pp | 116.88%-99.3pp |
| Employer contribution / active EE | $2,504 | $2,590-3.3% | $2,744-8.7% | $2,428+3.2% |
| Participant deferral / active EE | $1,276 | $3,533-63.9% | $3,820-66.6% | $4,046-68.5% |
| Admin fee / account holder | $5 | $374-98.8% | $3,619-99.9% | $627-99.3% |