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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 | $48,327-83.5% | $67,575-88.2% | $80,935-90.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | -1.33% | 18.31%-19.6pp | 3528.98%-3530.3pp | 35.66%-37.0pp |
| Employer contribution / active EE | $1,063 | $2,022-47.4% | $2,736-61.1% | $2,757-61.4% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $24 | $3,692-99.4% | $3,993-99.4% | $6,924-99.7% |