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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 | $45,343-41.9% | $150,298-82.5% | $67,986-61.3% |
| Participation rate | 99.2% | 51.9%+47.4pp | 77.8%+21.5pp | 57.2%+42.0pp |
| Annual return | 7.76% | 33.28%-25.5pp | 62.79%-55.0pp | 31.67%-23.9pp |
| Employer contribution / active EE | $1,964 | $1,462+34.3% | $4,154-52.7% | $2,019-2.7% |
| Participant deferral / active EE | $3,002 | $2,055+46.1% | $5,453-44.9% | $3,358-10.6% |
| Admin fee / account holder | $0 | $2,250-100.0% | $14,116-100.0% | $3,203-100.0% |