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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 | $43,749-39.8% | $158,223-83.3% | $65,306-59.7% |
| Participation rate | 99.2% | 56.9%+42.3pp | 79.2%+20.0pp | 57.7%+41.6pp |
| Annual return | 7.76% | 19.41%-11.6pp | 52.09%-44.3pp | 21.94%-14.2pp |
| Employer contribution / active EE | $1,964 | $1,497+31.1% | $4,109-52.2% | $1,967-0.2% |
| Participant deferral / active EE | $3,002 | $2,019+48.7% | $5,467-45.1% | $2,959+1.4% |
| Admin fee / account holder | $0 | $1,930-100.0% | $16,047-100.0% | $3,480-100.0% |