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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 | $6,440 | $63,346-89.8% | $92,240-93.0% | $70,126-90.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.09% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $977 | $2,471-60.5% | $3,680-73.5% | $2,343-58.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9 | $3,841-99.8% | $5,194-99.8% | $4,645-99.8% |