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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 | $77,814-63.5% | $158,223-82.1% | $86,983-67.4% |
| Participation rate | 78.8% | 68.4%+10.4pp | 79.2%-0.4pp | 69.5%+9.3pp |
| Annual return | 10.21% | 30.54%-20.3pp | 52.09%-41.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $1,428 | $2,592-44.9% | $4,109-65.2% | $2,584-44.7% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $150 | $5,879-97.5% | $16,047-99.1% | $7,856-98.1% |