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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 | $59,590 | $104,482-43.0% | $159,455-62.6% | $79,393-24.9% |
| Participation rate | 99.4% | 76.6%+22.7pp | 82.8%+16.5pp | 70.7%+28.7pp |
| Annual return | 10.55% | 67.96%-57.4pp | 263.63%-253.1pp | 116.87%-106.3pp |
| Employer contribution / active EE | $14,513 | $3,416+324.8% | $4,830+200.5% | $2,428+497.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,800-100.0% | $627-100.0% |