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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 | $21,370 | $79,700-73.2% | $153,643-86.1% | $74,459-71.3% |
| Participation rate | 100.0% | 69.8%+30.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 11.30% | 15.07%-3.8pp | 15.71%-4.4pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $1,509 | $4,016-62.4% | $5,039-70.1% | $2,626-42.5% |
| Participant deferral / active EE | $0 | $5,315-100.0% | $6,754-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,790-100.0% | $12,739-100.0% | $1,945-100.0% |