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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,790 | $101,591-80.5% | $147,096-86.5% | $74,429-73.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -5.00% | 8746.45%-8751.5pp | 419.75%-424.8pp | 1368.38%-1373.4pp |
| Employer contribution / active EE | $1,170 | $3,813-69.3% | $4,936-76.3% | $2,625-55.4% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $8 | $1,750-99.5% | $13,005-99.9% | $1,944-99.6% |