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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 | $18,438 | $78,013-76.4% | $178,449-89.7% | $80,911-77.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | -83.77% | 18.07%-101.8pp | 27.09%-110.9pp | 35.63%-119.4pp |
| Employer contribution / active EE | $20,354 | $2,287+790.0% | $3,951+415.2% | $2,756+638.6% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,277-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1 | $7,166-100.0% | $10,362-100.0% | $6,935-100.0% |