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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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,921 | $81,334-82.9% | $113,397-87.7% | $64,097-78.3% |
| Participation rate | 99.3% | 65.6%+33.7pp | 76.5%+22.8pp | 55.2%+44.1pp |
| Annual return | 10.40% | 32.50%-22.1pp | 23.20%-12.8pp | 34.64%-24.2pp |
| Employer contribution / active EE | $1,399 | $2,077-32.7% | $2,977-53.0% | $1,891-26.1% |
| Participant deferral / active EE | $0 | $3,795-100.0% | $5,076-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $4,208-100.0% | $11,957-100.0% | $3,454-100.0% |