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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 | $7,962 | $48,284-83.5% | $67,524-88.2% | $80,911-90.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | -1.33% | 18.27%-19.6pp | 3519.41%-3520.7pp | 35.63%-37.0pp |
| Employer contribution / active EE | $1,063 | $2,021-47.4% | $2,734-61.1% | $2,756-61.4% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $24 | $3,688-99.4% | $4,001-99.4% | $6,935-99.7% |