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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 | $64,010-41.2% | $108,359-65.3% | $64,340-41.5% |
| Participation rate | 89.1% | 49.4%+39.8pp | 70.1%+19.0pp | 55.2%+33.9pp |
| Annual return | -42.74% | 19.74%-62.5pp | 36.89%-79.6pp | 24.14%-66.9pp |
| Employer contribution / active EE | $5,728 | $1,029+456.8% | $2,399+138.7% | $1,862+207.7% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $4,137-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,885-100.0% | $9,741-100.0% | $3,703-100.0% |