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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 | $10,063 | $155,795-93.5% | $136,298-92.6% | $69,631-85.5% |
| Participation rate | 98.9% | 75.2%+23.6pp | 81.9%+16.9pp | 70.7%+28.2pp |
| Annual return | 4.09% | 232464.33%-232460.2pp | 5156.27%-5152.2pp | 27571.02%-27566.9pp |
| Employer contribution / active EE | $2,412 | $2,991-19.3% | $4,696-48.6% | $2,032+18.7% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |