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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 | $15,939 | $95,406-83.3% | $185,849-91.4% | $85,847-81.4% |
| Participation rate | 96.5% | 68.8%+27.7pp | 81.7%+14.8pp | 69.3%+27.2pp |
| Annual return | 3.13% | 23.59%-20.5pp | 122.10%-119.0pp | 318.61%-315.5pp |
| Employer contribution / active EE | $3,960 | $3,314+19.5% | $5,169-23.4% | $2,565+54.3% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |