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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,332 | $66,009-78.3% | $81,780-82.5% | $77,692-81.6% |
| Participation rate | 94.8% | 65.8%+29.0pp | 72.4%+22.5pp | 70.6%+24.3pp |
| Annual return | -41.92% | 26.66%-68.6pp | 776.27%-818.2pp | 31.25%-73.2pp |
| Employer contribution / active EE | $9,494 | $2,374+300.0% | $2,914+225.8% | $2,726+248.2% |
| Participant deferral / active EE | $0 | $3,510-100.0% | $4,321-100.0% | $4,648-100.0% |
| Admin fee / account holder | $97 | $527-81.5% | $7,384-98.7% | $431-77.4% |