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Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,001 | $78,707-59.3% | $117,861-72.8% | $70,126-54.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | -1.92% | 23.30%-25.2pp | 335.11%-337.0pp | 73.15%-75.1pp |
| Employer contribution / active EE | $2,309 | $2,223+3.8% | $3,786-39.0% | $2,343-1.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $67 | $5,066-98.7% | $8,021-99.2% | $4,645-98.6% |