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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 | $40,282 | $94,436-57.3% | $115,599-65.2% | $82,637-51.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | -17.23% | 18.37%-35.6pp | 111.10%-128.3pp | 53.51%-70.7pp |
| Employer contribution / active EE | $4,722 | $2,324+103.2% | $2,955+59.8% | $2,552+85.0% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $10,328-100.0% | $12,841-100.0% | $7,339-100.0% |