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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,965 | $52,967-60.4% | $172,753-87.9% | $65,186-67.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 3.02% | 30.12%-27.1pp | 803.00%-800.0pp | 29.39%-26.4pp |
| Employer contribution / active EE | $661 | $2,190-69.8% | $5,144-87.1% | $2,177-69.6% |
| Participant deferral / active EE | $2,226 | $2,471-9.9% | $5,198-57.2% | $3,514-36.7% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |