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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,179 | $44,794-90.7% | $90,324-95.4% | $77,775-94.6% |
| Participation rate | 73.1% | 66.6%+6.5pp | 73.3%-0.2pp | 73.2%-0.1pp |
| Annual return | -75.02% | 28.23%-103.2pp | 78.15%-153.2pp | 32.58%-107.6pp |
| Employer contribution / active EE | $2,555 | $1,809+41.3% | $2,856-10.5% | $2,504+2.0% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,885-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $5,356-100.0% | $100-100.0% |