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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 | $6,072 | $81,870-92.6% | $119,622-94.9% | $68,486-91.1% |
| Participation rate | 91.5% | 71.9%+19.6pp | 79.3%+12.2pp | 67.9%+23.6pp |
| Annual return | -20.76% | -23.82%+3.1pp | -14.98%-5.8pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,175 | $2,692-56.3% | $4,232-72.2% | $2,597-54.7% |
| Participant deferral / active EE | $2,239 | $4,148-46.0% | $5,601-60.0% | $4,028-44.4% |
| Admin fee / account holder | $192 | $6,583-97.1% | $10,328-98.1% | $5,404-96.5% |