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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,326 | $39,458-18.1% | $60,547-46.6% | $55,191-41.4% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.0%+32.0pp | 69.2%+30.8pp |
| Annual return | -22.50% | 3.35%-25.9pp | 335.64%-358.1pp | 10.78%-33.3pp |
| Employer contribution / active EE | $5,099 | $1,210+321.5% | $2,419+110.8% | $1,899+168.6% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $4,536-100.0% | $91-100.0% |