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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 | $2,697 | $81,487-96.7% | $102,412-97.4% | $80,935-96.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.00% | 25.60%-17.6pp | 24.94%-16.9pp | 35.66%-27.7pp |
| Employer contribution / active EE | $4,244 | $3,103+36.8% | $3,870+9.7% | $2,757+53.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $151 | $6,717-97.8% | $8,388-98.2% | $6,924-97.8% |