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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 | $3,753 | $56,339-93.3% | $104,299-96.4% | $68,490-94.5% |
| Participation rate | 93.9% | 63.3%+30.6pp | 73.3%+20.6pp | 67.9%+26.0pp |
| Annual return | -36.44% | -9.19%-27.2pp | 24.62%-61.1pp | -7.85%-28.6pp |
| Employer contribution / active EE | $1,033 | $1,960-47.3% | $3,373-69.4% | $2,597-60.2% |
| Participant deferral / active EE | $2,721 | $3,077-11.6% | $4,626-41.2% | $4,028-32.5% |
| Admin fee / account holder | $172 | $4,902-96.5% | $7,339-97.7% | $5,403-96.8% |