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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,739 | $52,467-56.7% | $57,196-60.2% | $55,167-58.8% |
| Participation rate | 82.0% | 75.8%+6.2pp | 75.3%+6.7pp | 69.0%+13.0pp |
| Annual return | 0.18% | 7.72%-7.5pp | 14.59%-14.4pp | 169.23%-169.0pp |
| Employer contribution / active EE | $757 | $2,477-69.5% | $2,683-71.8% | $1,963-61.4% |
| Participant deferral / active EE | $1,290 | $2,830-54.4% | $3,096-58.3% | $3,054-57.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |