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Annual investment return 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 | $4,309 | $77,817-94.5% | $123,553-96.5% | $64,173-93.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.56% | 12.49%-21.0pp | 119.21%-127.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,854 | $3,014-38.5% | $4,628-59.9% | $2,381-22.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $22 | $5,519-99.6% | $9,284-99.8% | $4,887-99.5% |