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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 | $28,050 | $48,314-41.9% | $67,561-58.5% | $80,925-65.3% |
| Participation rate | 94.0% | 66.4%+27.6pp | 72.9%+21.1pp | 67.7%+26.3pp |
| Annual return | -30.49% | 18.28%-48.8pp | 3525.44%-3555.9pp | 35.65%-66.1pp |
| Employer contribution / active EE | $14,600 | $2,022+622.1% | $2,735+433.9% | $2,756+429.7% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |