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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,775 | $99,957-54.2% | $149,745-69.4% | $73,497-37.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | -23.83% | 53.87%-77.7pp | 276.72%-300.6pp | 28.51%-52.3pp |
| Employer contribution / active EE | $7,239 | $3,191+126.9% | $4,646+55.8% | $2,270+218.9% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $551-99.8% | $9,312-100.0% | $513-99.8% |