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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 | $19,975 | $79,955-75.0% | $98,461-79.7% | $75,173-73.4% |
| Participation rate | 90.2% | 70.4%+19.9pp | 75.2%+15.1pp | 67.2%+23.0pp |
| Annual return | -6.52% | 19.75%-26.3pp | 21.17%-27.7pp | 160.72%-167.2pp |
| Employer contribution / active EE | $2,439 | $2,264+7.7% | $3,049-20.0% | $2,671-8.7% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,841-100.0% | $8,961-100.0% | $5,651-100.0% |