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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 | $7,791 | $45,087-82.7% | $69,483-88.8% | $72,976-89.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 0.17% | 22.67%-22.5pp | 28.99%-28.8pp | 81.02%-80.8pp |
| Employer contribution / active EE | $867 | $2,055-57.8% | $2,780-68.8% | $2,440-64.5% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $237 | $3,057-92.2% | $3,841-93.8% | $5,124-95.4% |