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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,873 | $78,275-92.5% | $109,188-94.6% | $86,821-93.2% |
| Participation rate | 97.4% | 73.8%+23.6pp | 75.9%+21.6pp | 72.3%+25.1pp |
| Annual return | 6.32% | 19.14%-12.8pp | 25.76%-19.4pp | 97.94%-91.6pp |
| Employer contribution / active EE | $751 | $3,105-75.8% | $3,723-79.8% | $2,406-68.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |