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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 | $76,407-62.8% | $150,298-81.1% | $82,448-65.6% |
| Participation rate | 78.8% | 66.4%+12.4pp | 77.8%+1.1pp | 68.1%+10.8pp |
| Annual return | 10.21% | 39.99%-29.8pp | 62.79%-52.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $1,428 | $2,614-45.4% | $4,154-65.6% | $2,551-44.0% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $150 | $6,352-97.6% | $14,116-98.9% | $7,234-97.9% |