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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,563 | $89,652-93.8% | $141,197-96.1% | $65,186-91.5% |
| Participation rate | 87.8% | 74.7%+13.1pp | 82.5%+5.3pp | 70.2%+17.6pp |
| Annual return | 14.18% | 32.79%-18.6pp | 71.41%-57.2pp | 29.39%-15.2pp |
| Employer contribution / active EE | $2,886 | $3,065-5.8% | $4,736-39.1% | $2,177+32.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $29 | $569-94.8% | $10,265-99.7% | $847-96.5% |