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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 | $51,338 | $101,539-49.4% | $147,041-65.1% | $74,400-31.0% |
| Participation rate | 92.5% | 75.5%+17.0pp | 82.2%+10.3pp | 67.2%+25.3pp |
| Annual return | -17.45% | 8740.84%-8758.3pp | 419.21%-436.7pp | 1367.51%-1385.0pp |
| Employer contribution / active EE | $19,001 | $3,811+398.6% | $4,935+285.0% | $2,624+624.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,749-100.0% | $13,006-100.0% | $1,944-100.0% |