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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 | $12,817 | $76,371-83.2% | $93,621-86.3% | $72,975-82.4% |
| Participation rate | 97.7% | 71.8%+25.9pp | 75.8%+21.8pp | 69.5%+28.2pp |
| Annual return | 7.93% | 25.82%-17.9pp | 32.76%-24.8pp | 81.01%-73.1pp |
| Employer contribution / active EE | $2,151 | $2,276-5.5% | $2,719-20.9% | $2,440-11.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |