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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,359 | $80,748-63.6% | $102,383-71.3% | $74,429-60.6% |
| Participation rate | 98.3% | 65.7%+32.7pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | -44.49% | 27.57%-72.1pp | 24.94%-69.4pp | 1368.38%-1412.9pp |
| Employer contribution / active EE | $7,228 | $3,159+128.8% | $3,870+86.7% | $2,625+175.4% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |