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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 | $60,454-75.0% | $81,844-81.5% | $74,459-79.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 8.01% | 16.87%-8.9pp | 778.87%-770.9pp | 1369.70%-1361.7pp |
| Employer contribution / active EE | $2,243 | $2,630-14.7% | $2,916-23.1% | $2,626-14.6% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $152 | $1,490-89.8% | $7,355-97.9% | $1,945-92.2% |