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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 | $9,290 | $73,638-87.4% | $95,964-90.3% | $73,497-87.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 4.93% | 16.78%-11.8pp | 91.64%-86.7pp | 28.51%-23.6pp |
| Employer contribution / active EE | $2,000 | $1,863+7.3% | $2,541-21.3% | $2,270-11.9% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $44 | $482-90.9% | $6,797-99.4% | $513-91.4% |