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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 | $22,142 | $84,499-73.8% | $125,391-82.3% | $66,949-66.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -24.99% | -8.49%-16.5pp | 572.41%-597.4pp | 1.57%-26.6pp |
| Employer contribution / active EE | $1,699 | $3,554-52.2% | $4,816-64.7% | $2,545-33.2% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $6 | $685-99.1% | $10,009-99.9% | $594-99.0% |