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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 | $11,283 | $31,388-64.1% | $73,550-84.7% | $62,293-81.9% |
| Participation rate | 95.8% | 39.9%+55.9pp | 54.9%+40.8pp | 69.5%+26.2pp |
| Annual return | 0.26% | 25.34%-25.1pp | -15.16%+15.4pp | 28.90%-28.6pp |
| Employer contribution / active EE | $1,484 | $498+198.0% | $1,219+21.7% | $2,042-27.3% |
| Participant deferral / active EE | $0 | $1,028-100.0% | $1,804-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |