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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 | $14,875 | $59,584-75.0% | $86,615-82.8% | $79,391-81.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 1.28% | 23.15%-21.9pp | 63.51%-62.2pp | 116.88%-115.6pp |
| Employer contribution / active EE | $1,754 | $1,768-0.8% | $2,496-29.7% | $2,428-27.7% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $64 | $604-89.5% | $5,830-98.9% | $627-89.8% |