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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,699 | $78,275-94.0% | $109,188-95.7% | $86,821-94.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 8.05% | 19.14%-11.1pp | 25.76%-17.7pp | 97.94%-89.9pp |
| Employer contribution / active EE | $1,669 | $3,105-46.3% | $3,723-55.2% | $2,406-30.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $27 | $198-86.4% | $6,755-99.6% | $170-84.1% |