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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,389 | $78,690-63.9% | $161,489-82.4% | $87,485-67.5% |
| Participation rate | 78.8% | 67.5%+11.4pp | 78.7%+0.1pp | 68.9%+9.9pp |
| Annual return | 10.21% | 32.74%-22.5pp | 89.72%-79.5pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,428 | $2,588-44.8% | $4,268-66.5% | $2,596-45.0% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $150 | $6,724-97.8% | $16,006-99.1% | $7,775-98.1% |