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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 | $21,859 | $84,236-74.1% | $170,435-87.2% | $70,126-68.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.01% | 23.06%-12.1pp | 205.94%-194.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | $1,441 | $3,387-57.4% | $5,432-73.5% | $2,343-38.5% |
| Participant deferral / active EE | $1,997 | $3,086-35.3% | $4,939-59.6% | $3,332-40.1% |
| Admin fee / account holder | $5 | $5,698-99.9% | $13,881-100.0% | $4,645-99.9% |