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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,883 | $95,383-93.8% | $185,837-96.8% | $85,856-93.1% |
| Participation rate | 79.8% | 68.8%+11.0pp | 81.7%-1.9pp | 69.3%+10.5pp |
| Annual return | 10.92% | 23.59%-12.7pp | 122.08%-111.2pp | 318.58%-307.7pp |
| Employer contribution / active EE | $583 | $3,313-82.4% | $5,168-88.7% | $2,565-77.3% |
| Participant deferral / active EE | $1,383 | $3,423-59.6% | $5,568-75.2% | $3,952-65.0% |
| Admin fee / account holder | $97 | $7,213-98.7% | $16,241-99.4% | $6,261-98.5% |