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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 | $65,960-78.3% | $81,882-82.5% | $77,762-81.6% |
| Participation rate | 94.8% | 65.8%+29.1pp | 72.4%+22.5pp | 70.6%+24.3pp |
| Annual return | -41.92% | 26.64%-68.6pp | 779.47%-821.4pp | 31.27%-73.2pp |
| Employer contribution / active EE | $9,494 | $2,375+299.7% | $2,916+225.6% | $2,728+248.0% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $97 | $526-81.5% | $7,360-98.7% | $433-77.5% |