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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 | $80,731-86.6% | $103,374-89.6% | $74,546-85.5% |
| Participation rate | 99.2% | 65.7%+33.6pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 8.98% | 27.56%-18.6pp | 24.89%-15.9pp | 1366.03%-1357.1pp |
| Employer contribution / active EE | $2,437 | $3,158-22.8% | $3,869-37.0% | $2,624-7.1% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |