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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 | $8,274 | $80,731-89.8% | $103,378-92.0% | $74,400-88.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 10.85% | 27.56%-16.7pp | 24.91%-14.1pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $2,657 | $3,159-15.9% | $3,870-31.4% | $2,624+1.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $35 | $2,369-98.5% | $8,401-99.6% | $1,944-98.2% |