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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 | $76,585 | $65,390+17.1% | $169,385-54.8% | $71,495+7.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | -9.37% | 21.31%-30.7pp | 405.82%-415.2pp | 28.85%-38.2pp |
| Employer contribution / active EE | $16,398 | $2,079+688.9% | $4,012+308.8% | $2,589+533.3% |
| Participant deferral / active EE | $0 | $4,367-100.0% | $6,221-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4 | $1,324-99.7% | $9,011-100.0% | $1,588-99.7% |