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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 | $1,644 | $42,917-96.2% | $60,899-97.3% | $68,495-97.6% |
| Participation rate | 83.8% | 66.8%+17.0pp | 73.1%+10.7pp | 67.9%+15.9pp |
| Annual return | -23.51% | -13.99%-9.5pp | 16.92%-40.4pp | -7.84%-15.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,925 | $2,867-32.9% | $3,817-49.6% | $4,028-52.2% |
| Admin fee / account holder | $21 | $3,102-99.3% | $3,225-99.3% | $5,403-99.6% |