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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 | $49,891-40.1% | $80,607-62.9% | $75,181-60.3% |
| Participation rate | 86.4% | 55.3%+31.1pp | 67.0%+19.4pp | 67.2%+19.2pp |
| Annual return | 4.24% | 34.67%-30.4pp | 936.11%-931.9pp | 160.69%-156.4pp |
| Employer contribution / active EE | $3,594 | $1,698+111.6% | $2,724+31.9% | $2,671+34.6% |
| Participant deferral / active EE | $0 | $2,991-100.0% | $4,448-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,379-100.0% | $5,650-100.0% |