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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 | $22,632 | $58,895-61.6% | $178,503-87.3% | $73,497-69.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 5.92% | 24.86%-18.9pp | 151.12%-145.2pp | 28.51%-22.6pp |
| Employer contribution / active EE | $740 | $2,236-66.9% | $5,011-85.2% | $2,270-67.4% |
| Participant deferral / active EE | $2,251 | $2,567-12.3% | $5,202-56.7% | $3,740-39.8% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |