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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.
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 | $11,024 | $25,723-57.1% | $69,182-84.1% | $55,167-80.0% |
| Participation rate | 96.9% | 39.4%+57.5pp | 55.1%+41.8pp | 69.0%+27.9pp |
| Annual return | -4.36% | 9.56%-13.9pp | -21.93%+17.6pp | 169.23%-173.6pp |
| Employer contribution / active EE | $2,875 | $480+498.3% | $1,206+138.3% | $1,963+46.5% |
| Participant deferral / active EE | $0 | $963-100.0% | $1,897-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $365-100.0% | $2,697-100.0% | $504-100.0% |