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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 | $78,690-61.7% | $161,489-81.3% | $87,485-65.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 9.72% | 32.74%-23.0pp | 89.72%-80.0pp | 26.06%-16.3pp |
| Employer contribution / active EE | $1,850 | $2,588-28.5% | $4,268-56.7% | $2,596-28.8% |
| Participant deferral / active EE | $1,389 | $3,311-58.0% | $5,630-75.3% | $4,274-67.5% |
| Admin fee / account holder | $8 | $6,724-99.9% | $16,006-99.9% | $7,775-99.9% |