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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 | $81,764 | $70,002+16.8% | $115,038-28.9% | $52,331+56.2% |
| Participation rate | 97.5% | 72.1%+25.4pp | 81.4%+16.1pp | 68.1%+29.4pp |
| Annual return | -2.71% | 4.04%-6.8pp | 26.14%-28.9pp | 4.54%-7.3pp |
| Employer contribution / active EE | $25,854 | $2,715+852.3% | $4,608+461.1% | $1,882+1274.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |