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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 | $65,246-42.3% | $98,716-61.9% | $67,986-44.7% |
| Participation rate | 89.1% | 51.4%+37.7pp | 69.3%+19.9pp | 57.2%+31.9pp |
| Annual return | -42.74% | 20.58%-63.3pp | 31.81%-74.6pp | 31.67%-74.4pp |
| Employer contribution / active EE | $5,728 | $1,042+449.7% | $2,279+151.4% | $2,019+183.8% |
| Participant deferral / active EE | $0 | $2,594-100.0% | $4,048-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,561-100.0% | $8,703-100.0% | $3,203-100.0% |