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Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,344 | $43,496-39.4% | $161,489-83.7% | $64,340-59.1% |
| Participation rate | 99.2% | 53.5%+45.7pp | 78.7%+20.5pp | 55.2%+44.0pp |
| Annual return | 7.76% | 20.76%-13.0pp | 89.72%-82.0pp | 24.14%-16.4pp |
| Employer contribution / active EE | $1,964 | $1,431+37.3% | $4,268-54.0% | $1,862+5.5% |
| Participant deferral / active EE | $3,002 | $1,996+50.4% | $5,630-46.7% | $2,980+0.7% |
| Admin fee / account holder | $0 | $2,330-100.0% | $16,006-100.0% | $3,703-100.0% |