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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 | $17,428 | $46,732-62.7% | $156,551-88.9% | $55,167-68.4% |
| Participation rate | 80.4% | 65.8%+14.6pp | 84.0%-3.6pp | 69.0%+11.4pp |
| Annual return | 2.50% | 17.72%-15.2pp | 32.23%-29.7pp | 169.23%-166.7pp |
| Employer contribution / active EE | $1,018 | $2,105-51.6% | $5,501-81.5% | $1,963-48.1% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |