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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 | $2,307 | $26,549-91.3% | $61,399-96.2% | $66,930-96.6% |
| Participation rate | 79.5% | 38.1%+41.5pp | 52.6%+27.0pp | 69.8%+9.7pp |
| Annual return | -25.98% | -16.21%-9.8pp | 338.81%-364.8pp | 1.57%-27.6pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,469 | $1,338+9.8% | $2,124-30.8% | $4,238-65.3% |
| Admin fee / account holder | $115 | $409-71.9% | $2,131-94.6% | $593-80.6% |