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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 | $13,195 | $51,223-74.2% | $82,763-84.1% | $66,949-80.3% |
| Participation rate | 95.8% | 67.9%+27.9pp | 72.6%+23.2pp | 69.8%+26.0pp |
| Annual return | -21.30% | -9.85%-11.5pp | 702.45%-723.7pp | 1.57%-22.9pp |
| Employer contribution / active EE | $3,708 | $2,611+42.0% | $3,008+23.3% | $2,545+45.7% |
| Participant deferral / active EE | $3,198 | $3,460-7.6% | $4,395-27.2% | $4,239-24.6% |
| Admin fee / account holder | $0 | $415-100.0% | $5,325-100.0% | $594-100.0% |