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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,944 | $70,917-57.8% | $98,920-69.7% | $73,497-59.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 6.36% | 34.18%-27.8pp | 196.47%-190.1pp | 28.51%-22.2pp |
| Employer contribution / active EE | $1,404 | $2,037-31.1% | $2,689-47.8% | $2,270-38.2% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3 | $535-99.5% | $6,643-100.0% | $513-99.5% |