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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $28,420 | $84,236-66.3% | $170,435-83.3% | $70,126-59.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.75% | 23.06%-14.3pp | 205.94%-197.2pp | 73.15%-64.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,069 | $3,086+129.1% | $4,939+43.1% | $3,332+112.2% |
| Admin fee / account holder | $17 | $5,698-99.7% | $13,881-99.9% | $4,645-99.6% |