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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 | $79,867-82.6% | $120,344-88.4% | $64,340-78.4% |
| Participation rate | 99.3% | 63.0%+36.3pp | 76.7%+22.6pp | 55.2%+44.1pp |
| Annual return | 10.40% | 21.10%-10.7pp | 20.30%-9.9pp | 24.14%-13.7pp |
| Employer contribution / active EE | $1,399 | $1,925-27.3% | $3,020-53.7% | $1,862-24.9% |
| Participant deferral / active EE | $0 | $3,593-100.0% | $5,135-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $5,039-100.0% | $12,742-100.0% | $3,703-100.0% |