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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 | $32,888 | $45,123-27.1% | $85,240-61.4% | $74,478-55.8% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 8.48% | 26.32%-17.8pp | 66.75%-58.3pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $6,822 | $1,459+367.7% | $2,735+149.4% | $2,626+159.8% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $6,165-100.0% | $1,946-100.0% |