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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 | $4,870 | $61,660-92.1% | $80,022-93.9% | $64,181-92.4% |
| Participation rate | 79.2% | 71.7%+7.5pp | 75.8%+3.3pp | 69.6%+9.6pp |
| Annual return | -17.10% | -0.33%-16.8pp | 11.22%-28.3pp | 7.63%-24.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,314 | $2,968-22.0% | $3,686-37.2% | $3,470-33.3% |
| Admin fee / account holder | $165 | $5,417-97.0% | $6,521-97.5% | $4,887-96.6% |