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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 | $101,653-80.5% | $147,080-86.5% | $74,459-73.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -5.00% | 8754.98%-8760.0pp | 420.17%-425.2pp | 1369.70%-1374.7pp |
| Employer contribution / active EE | $1,170 | $3,813-69.3% | $4,933-76.3% | $2,626-55.4% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $8 | $1,752-99.5% | $12,989-99.9% | $1,945-99.6% |