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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,845 | $32,425-82.0% | $74,577-92.2% | $55,167-89.4% |
| Participation rate | 99.3% | 54.0%+45.3pp | 68.1%+31.2pp | 69.0%+30.3pp |
| Annual return | 4.11% | 10.63%-6.5pp | 20.47%-16.4pp | 169.23%-165.1pp |
| Employer contribution / active EE | $329 | $1,043-68.5% | $2,525-87.0% | $1,963-83.3% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $748-99.9% | $4,138-100.0% | $504-99.8% |