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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 | $23,384 | $61,391-61.9% | $149,723-84.4% | $71,529-67.3% |
| Participation rate | 98.2% | 62.5%+35.7pp | 78.8%+19.5pp | 67.9%+30.3pp |
| Annual return | 5.36% | 35.88%-30.5pp | 134.50%-129.1pp | 28.97%-23.6pp |
| Employer contribution / active EE | $1,604 | $2,384-32.7% | $4,821-66.7% | $2,590-38.1% |
| Participant deferral / active EE | $2,403 | $2,921-17.7% | $5,682-57.7% | $4,291-44.0% |
| Admin fee / account holder | $3 | $1,264-99.8% | $13,215-100.0% | $1,588-99.8% |