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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 | $160,023 | $51,283+212.0% | $95,740+67.1% | $71,511+123.8% |
| Participation rate | 96.8% | 63.1%+33.7pp | 72.3%+24.6pp | 67.9%+28.9pp |
| Annual return | -14.34% | 25.25%-39.6pp | 28.41%-42.8pp | 28.86%-43.2pp |
| Employer contribution / active EE | $12,564 | $1,817+591.4% | $2,836+343.0% | $2,589+385.3% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $4,244-100.0% | $4,291-100.0% |
| Admin fee / account holder | $3 | $1,135-99.7% | $5,676-99.9% | $1,588-99.8% |