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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 | $5,129 | $64,138-92.0% | $112,258-95.4% | $66,930-92.3% |
| Participation rate | 76.1% | 68.5%+7.6pp | 75.1%+1.0pp | 69.8%+6.3pp |
| Annual return | -21.53% | -13.81%-7.7pp | 27.47%-49.0pp | 1.57%-23.1pp |
| Employer contribution / active EE | $0 | $3,006-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,025 | $3,694-45.2% | $4,728-57.2% | $4,238-52.2% |
| Admin fee / account holder | $249 | $625-60.2% | $6,411-96.1% | $593-58.0% |