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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).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,632 | $64,176-27.3% | $112,263-58.5% | $66,949-30.3% |
| Participation rate | 95.0% | 68.4%+26.6pp | 75.1%+20.0pp | 69.8%+25.2pp |
| Annual return | -27.21% | -13.80%-13.4pp | 27.49%-54.7pp | 1.57%-28.8pp |
| Employer contribution / active EE | $17,067 | $3,007+467.6% | $3,636+369.4% | $2,545+570.5% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |