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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 | $87,465-84.1% | $122,979-88.7% | $65,306-78.7% |
| Participation rate | 99.3% | 66.0%+33.3pp | 77.2%+22.1pp | 57.7%+41.6pp |
| Annual return | 10.40% | 19.76%-9.4pp | 20.12%-9.7pp | 21.94%-11.5pp |
| Employer contribution / active EE | $1,399 | $2,156-35.1% | $3,062-54.3% | $1,967-28.9% |
| Participant deferral / active EE | $0 | $3,705-100.0% | $5,003-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $5,100-100.0% | $12,864-100.0% | $3,480-100.0% |