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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 | $16,324 | $95,438-82.9% | $135,982-88.0% | $74,473-78.1% |
| Participation rate | 98.3% | 78.2%+20.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 12.62% | 32.61%-20.0pp | 68.32%-55.7pp | 34.36%-21.7pp |
| Employer contribution / active EE | $1,142 | $3,878-70.5% | $4,859-76.5% | $2,638-56.7% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $2 | $259-99.3% | $10,767-100.0% | $347-99.5% |