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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 | $3,648 | $73,839-95.1% | $143,788-97.5% | $68,495-94.7% |
| Participation rate | 92.1% | 66.7%+25.4pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -19.91% | 1.01%-20.9pp | -0.03%-19.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,377 | $3,184-56.8% | $4,952-72.2% | $2,596-47.0% |
| Participant deferral / active EE | $1,945 | $3,384-42.5% | $5,638-65.5% | $4,028-51.7% |
| Admin fee / account holder | $113 | $5,755-98.0% | $14,675-99.2% | $5,403-97.9% |