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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 | $19,687 | $104,336-81.1% | $159,487-87.7% | $86,821-77.3% |
| Participation rate | 98.4% | 77.7%+20.7pp | 82.8%+15.5pp | 72.3%+26.1pp |
| Annual return | 1.03% | 26.32%-25.3pp | 263.71%-262.7pp | 97.94%-96.9pp |
| Employer contribution / active EE | $1,545 | $3,451-55.2% | $4,831-68.0% | $2,406-35.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |