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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 | $30,161 | $76,407-60.5% | $150,298-79.9% | $82,448-63.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 9.72% | 39.99%-30.3pp | 62.79%-53.1pp | 41.64%-31.9pp |
| Employer contribution / active EE | $1,850 | $2,614-29.2% | $4,154-55.5% | $2,551-27.5% |
| Participant deferral / active EE | $1,389 | $3,214-56.8% | $5,453-74.5% | $4,139-66.4% |
| Admin fee / account holder | $8 | $6,352-99.9% | $14,116-99.9% | $7,234-99.9% |