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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,916 | $58,726-25.2% | $92,240-52.4% | $62,293-29.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 3.72% | 43.62%-39.9pp | 176.29%-172.6pp | 28.90%-25.2pp |
| Employer contribution / active EE | $3,828 | $2,392+60.0% | $3,680+4.0% | $2,042+87.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $289 | $556-48.1% | $5,194-94.4% | $479-39.7% |