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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 | $1,504 | $138,114-98.9% | $125,391-98.8% | $134,545-98.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -23.10% | 750.88%-774.0pp | 572.41%-595.5pp | 418.37%-441.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,660 | $7,801-40.3% | $7,448-37.4% | $6,401-27.2% |
| Admin fee / account holder | $242 | $11,570-97.9% | $10,009-97.6% | $11,431-97.9% |