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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 | $15,130 | $60,261-74.9% | $81,783-81.5% | $74,546-79.7% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 8.01% | 16.88%-8.9pp | 775.05%-767.0pp | 1366.03%-1358.0pp |
| Employer contribution / active EE | $2,243 | $2,622-14.5% | $2,913-23.0% | $2,624-14.5% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,320-100.0% | $4,347-100.0% |
| Admin fee / account holder | $152 | $1,482-89.8% | $7,380-97.9% | $1,944-92.2% |