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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 | $29,883 | $49,896-40.1% | $80,627-62.9% | $75,173-60.2% |
| Participation rate | 86.4% | 55.3%+31.1pp | 67.0%+19.4pp | 67.2%+19.2pp |
| Annual return | 4.24% | 34.67%-30.4pp | 936.76%-932.5pp | 160.72%-156.5pp |
| Employer contribution / active EE | $3,594 | $1,699+111.5% | $2,723+32.0% | $2,671+34.5% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,381-100.0% | $5,651-100.0% |