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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 | $101,653-49.5% | $147,080-65.1% | $74,459-31.1% |
| Participation rate | 92.5% | 75.6%+16.9pp | 82.2%+10.3pp | 67.2%+25.3pp |
| Annual return | -17.45% | 8754.98%-8772.4pp | 420.17%-437.6pp | 1369.70%-1387.1pp |
| Employer contribution / active EE | $19,001 | $3,813+398.3% | $4,933+285.2% | $2,626+623.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |