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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 | $13,598 | $49,791-72.7% | $78,210-82.6% | $70,126-80.6% |
| Participation rate | 87.1% | 62.3%+24.8pp | 68.7%+18.3pp | 69.5%+17.5pp |
| Annual return | -10.92% | 20.75%-31.7pp | 40.90%-51.8pp | 73.15%-84.1pp |
| Employer contribution / active EE | $3,313 | $1,430+131.7% | $2,034+62.9% | $2,343+41.4% |
| Participant deferral / active EE | $0 | $2,150-100.0% | $2,823-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1 | $3,181-100.0% | $3,758-100.0% | $4,645-100.0% |