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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 | $3,936 | $59,813-93.4% | $79,580-95.1% | $68,486-94.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -27.56% | -12.30%-15.3pp | 0.15%-27.7pp | -7.85%-19.7pp |
| Employer contribution / active EE | $3,055 | $1,505+102.9% | $2,413+26.6% | $2,597+17.6% |
| Participant deferral / active EE | $3,305 | $3,024+9.3% | $3,985-17.1% | $4,028-17.9% |
| Admin fee / account holder | $194 | $4,835-96.0% | $6,835-97.2% | $5,404-96.4% |