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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,801 | $80,781-86.6% | $102,437-89.5% | $74,478-85.5% |
| Participation rate | 99.2% | 65.7%+33.6pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 8.98% | 27.58%-18.6pp | 24.95%-16.0pp | 1370.56%-1361.6pp |
| Employer contribution / active EE | $2,437 | $3,160-22.9% | $3,871-37.0% | $2,626-7.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |