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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 | $18,929 | $89,652-78.9% | $141,197-86.6% | $65,186-71.0% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.5%+16.0pp | 70.2%+28.2pp |
| Annual return | -35.30% | 32.79%-68.1pp | 71.41%-106.7pp | 29.39%-64.7pp |
| Employer contribution / active EE | $4,473 | $3,065+46.0% | $4,736-5.6% | $2,177+105.5% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |