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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 | $10,550 | $100,801-89.5% | $149,745-93.0% | $73,412-85.6% |
| Participation rate | 99.8% | 77.7%+22.1pp | 82.5%+17.3pp | 72.2%+27.6pp |
| Annual return | 0.00% | 265.34%-265.3pp | 276.72%-276.7pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |