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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 | $15,875 | $71,106-77.7% | $121,871-87.0% | $69,733-77.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 73.2%+26.8pp | 62.5%+37.5pp |
| Annual return | 0.49% | 15.43%-14.9pp | 13.57%-13.1pp | 15.22%-14.7pp |
| Employer contribution / active EE | $2,000 | $2,556-21.8% | $2,731-26.8% | $2,250-11.1% |
| Participant deferral / active EE | $0 | $2,765-100.0% | $4,318-100.0% | $3,054-100.0% |
| Admin fee / account holder | $44 | $2,128-97.9% | $11,551-99.6% | $3,102-98.6% |