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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 | $3,211 | $31,424-89.8% | $81,473-96.1% | $69,631-95.4% |
| Participation rate | 100.0% | 50.8%+49.2pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 5.96% | 22.44%-16.5pp | 38.78%-32.8pp | 27571.02%-27565.1pp |
| Employer contribution / active EE | $1,503 | $1,029+46.0% | $2,568-41.5% | $2,032-26.1% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $4,561-100.0% | $110-100.0% |