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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 | $19,745 | $69,977-71.8% | $108,582-81.8% | $62,881-68.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 1.63% | 10.73%-9.1pp | -51.70%+53.3pp | 20.14%-18.5pp |
| Employer contribution / active EE | $1,829 | $2,135-14.3% | $3,758-51.3% | $2,281-19.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $282 | $5,076-94.4% | $7,645-96.3% | $4,296-93.4% |