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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 | $2,985 | $56,443-94.7% | $83,830-96.4% | $55,725-94.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -14.65% | 393.67%-408.3pp | 850.97%-865.6pp | 244.93%-259.6pp |
| Employer contribution / active EE | $1,468 | $2,682-45.2% | $3,631-59.6% | $2,078-29.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $7 | $156-95.4% | $5,479-99.9% | $115-93.8% |