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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 | $6,839 | $65,125-89.5% | $143,797-95.2% | $66,949-89.8% |
| Participation rate | 95.9% | 65.2%+30.7pp | 80.3%+15.6pp | 69.8%+26.1pp |
| Annual return | -22.97% | -11.13%-11.8pp | -0.04%-22.9pp | 1.57%-24.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,328 | $2,920+82.5% | $5,638-5.5% | $4,239+25.7% |
| Admin fee / account holder | $138 | $503-72.6% | $14,679-99.1% | $594-76.8% |