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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 | $44,210 | $91,474-51.7% | $135,982-67.5% | $71,529-38.2% |
| Participation rate | 87.4% | 75.7%+11.7pp | 81.9%+5.5pp | 67.9%+19.5pp |
| Annual return | 8.90% | 29.89%-21.0pp | 68.32%-59.4pp | 28.97%-20.1pp |
| Employer contribution / active EE | $10,831 | $3,705+192.3% | $4,859+122.9% | $2,590+318.2% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $5 | $1,267-99.6% | $10,767-100.0% | $1,588-99.7% |