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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 | $31,355 | $47,922-34.6% | $75,900-58.7% | $65,186-51.9% |
| Participation rate | 96.3% | 63.0%+33.3pp | 69.3%+27.0pp | 70.2%+26.1pp |
| Annual return | -6.88% | 24.12%-31.0pp | 30.73%-37.6pp | 29.39%-36.3pp |
| Employer contribution / active EE | $8,442 | $1,557+442.1% | $2,501+237.5% | $2,177+287.8% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,604-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,421-100.0% | $847-100.0% |