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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 | $16,206 | $58,312-72.2% | $86,656-81.3% | $71,529-77.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 7.23% | 24.08%-16.9pp | 593.09%-585.9pp | 28.97%-21.7pp |
| Employer contribution / active EE | $2,457 | $2,576-4.6% | $3,025-18.8% | $2,590-5.1% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $14 | $1,057-98.7% | $5,619-99.8% | $1,588-99.1% |