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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,823 | $52,884-90.9% | $84,753-94.3% | $55,167-91.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -1.07% | 18.03%-19.1pp | 22.78%-23.9pp | 169.23%-170.3pp |
| Employer contribution / active EE | $3,014 | $2,233+34.9% | $3,574-15.7% | $1,963+53.6% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $47 | $581-92.0% | $5,333-99.1% | $504-90.7% |