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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 | $10,144 | $53,128-80.9% | $86,582-88.3% | $70,126-85.5% |
| Participation rate | 98.8% | 65.3%+33.5pp | 73.5%+25.3pp | 69.5%+29.3pp |
| Annual return | 11.23% | 27.66%-16.4pp | 965.08%-953.9pp | 73.15%-61.9pp |
| Employer contribution / active EE | $2,941 | $2,068+42.2% | $2,839+3.6% | $2,343+25.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $240 | $3,584-93.3% | $4,904-95.1% | $4,645-94.8% |