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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,440 | $58,523-0.1% | $99,479-41.3% | $72,976-19.9% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 14.64% | 28.51%-13.9pp | 30.72%-16.1pp | 81.02%-66.4pp |
| Employer contribution / active EE | $2,206 | $1,512+45.9% | $2,540-13.2% | $2,440-9.6% |
| Participant deferral / active EE | $2,959 | $2,606+13.5% | $3,619-18.2% | $3,608-18.0% |
| Admin fee / account holder | $0 | $4,102-100.0% | $6,253-100.0% | $5,124-100.0% |