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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 | $3,381 | $84,236-96.0% | $170,439-98.0% | $70,124-95.2% |
| Participation rate | 79.4% | 70.8%+8.5pp | 83.6%-4.2pp | 69.5%+9.8pp |
| Annual return | 9.81% | 23.06%-13.2pp | 205.94%-196.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $499 | $3,387-85.3% | $5,433-90.8% | $2,342-78.7% |
| Participant deferral / active EE | $1,117 | $3,086-63.8% | $4,939-77.4% | $3,332-66.5% |
| Admin fee / account holder | $291 | $5,698-94.9% | $13,881-97.9% | $4,645-93.7% |