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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 | $762 | $41,016-98.1% | $152,093-99.5% | $64,097-98.8% |
| Participation rate | 82.1% | 51.3%+30.7pp | 77.8%+4.3pp | 55.2%+26.9pp |
| Annual return | 27.43% | 39.60%-12.2pp | 66.36%-38.9pp | 34.64%-7.2pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $432 | $1,927-77.6% | $5,451-92.1% | $3,080-86.0% |
| Admin fee / account holder | $51 | $2,305-97.8% | $14,497-99.7% | $3,454-98.5% |