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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 | $46,688-43.6% | $189,758-86.1% | $69,733-62.2% |
| Participation rate | 99.2% | 61.7%+37.5pp | 79.8%+19.4pp | 62.5%+36.8pp |
| Annual return | 7.76% | 14.35%-6.6pp | 52.62%-44.9pp | 15.22%-7.5pp |
| Employer contribution / active EE | $1,964 | $1,695+15.9% | $4,767-58.8% | $2,250-12.7% |
| Participant deferral / active EE | $3,002 | $2,143+40.1% | $5,856-48.7% | $3,054-1.7% |
| Admin fee / account holder | $0 | $1,700-100.0% | $20,388-100.0% | $3,102-100.0% |