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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,781 | $77,638-88.7% | $156,551-94.4% | $62,881-86.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -3.87% | 50.33%-54.2pp | 32.23%-36.1pp | 20.14%-24.0pp |
| Employer contribution / active EE | $515 | $3,444-85.1% | $5,501-90.6% | $2,281-77.4% |
| Participant deferral / active EE | $1,469 | $3,046-51.8% | $4,871-69.9% | $3,203-54.2% |
| Admin fee / account holder | $17 | $5,561-99.7% | $13,028-99.9% | $4,296-99.6% |