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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 | $62,086-74.4% | $90,259-82.4% | $64,340-75.3% |
| Participation rate | 100.0% | 53.9%+46.1pp | 70.7%+29.3pp | 55.2%+44.8pp |
| Annual return | 0.49% | 16.73%-16.2pp | 18.88%-18.4pp | 24.14%-23.7pp |
| Employer contribution / active EE | $2,000 | $1,883+6.2% | $2,291-12.7% | $1,862+7.4% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $3,827-100.0% | $2,980-100.0% |
| Admin fee / account holder | $44 | $3,317-98.7% | $7,267-99.4% | $3,703-98.8% |