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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 | $2,812 | $26,549-89.4% | $61,452-95.4% | $66,938-95.8% |
| Participation rate | 87.4% | 38.1%+49.3pp | 52.6%+34.8pp | 69.8%+17.6pp |
| Annual return | -35.15% | -16.21%-18.9pp | 338.96%-374.1pp | 1.58%-36.7pp |
| Employer contribution / active EE | $418 | $651-35.9% | $1,160-64.0% | $2,545-83.6% |
| Participant deferral / active EE | $1,660 | $1,338+24.1% | $2,125-21.8% | $4,238-60.8% |
| Admin fee / account holder | $232 | $409-43.3% | $2,131-89.1% | $594-61.0% |