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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 | $12,021 | $80,753-85.1% | $136,298-91.2% | $62,293-80.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -0.55% | 35.83%-36.4pp | 5156.27%-5156.8pp | 28.90%-29.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,269 | $5,164-36.7% | $6,247-47.7% | $3,169+3.2% |
| Admin fee / account holder | $192 | $525-63.5% | $9,244-97.9% | $479-60.0% |