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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 | $37,625 | $67,638-44.4% | $133,346-71.8% | $69,733-46.0% |
| Participation rate | 89.1% | 54.3%+34.9pp | 72.8%+16.3pp | 62.5%+26.7pp |
| Annual return | -42.74% | 13.38%-56.1pp | 36.85%-79.6pp | 15.22%-58.0pp |
| Employer contribution / active EE | $5,728 | $1,177+386.5% | $2,853+100.8% | $2,250+154.6% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $4,332-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,814-100.0% | $14,264-100.0% | $3,102-100.0% |