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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 | $1,405 | $44,746-96.9% | $88,179-98.4% | $64,097-97.8% |
| Participation rate | 72.3% | 39.8%+32.5pp | 69.1%+3.2pp | 55.2%+17.1pp |
| Annual return | 12.78% | 24.70%-11.9pp | 64.97%-52.2pp | 34.64%-21.9pp |
| Employer contribution / active EE | $321 | $1,078-70.2% | $2,549-87.4% | $1,891-83.0% |
| Participant deferral / active EE | $503 | $2,072-75.7% | $4,614-89.1% | $3,080-83.7% |
| Admin fee / account holder | $98 | $3,437-97.1% | $7,673-98.7% | $3,454-97.2% |