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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 | $15,054 | $55,002-72.6% | $59,883-74.9% | $56,287-73.3% |
| Participation rate | 71.6% | 75.9%-4.3pp | 74.7%-3.1pp | 69.9%+1.8pp |
| Annual return | -11.54% | 1.13%-12.7pp | 3.46%-15.0pp | -9.96%-1.6pp |
| Employer contribution / active EE | $1,711 | $2,448-30.1% | $2,722-37.1% | $2,111-19.0% |
| Participant deferral / active EE | $2,990 | $3,121-4.2% | $3,402-12.1% | $3,350-10.8% |
| Admin fee / account holder | $248 | $236+5.3% | $3,591-93.1% | $521-52.3% |