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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 | $6,227 | $48,078-87.0% | $78,676-92.1% | $62,881-90.1% |
| Participation rate | 97.8% | 65.2%+32.6pp | 73.6%+24.2pp | 69.3%+28.5pp |
| Annual return | 4.53% | 31.36%-26.8pp | 62.19%-57.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $540 | $2,015-73.2% | $2,850-81.0% | $2,281-76.3% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $280 | $3,206-91.3% | $4,510-93.8% | $4,296-93.5% |