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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 | $15,387 | $46,688-67.0% | $189,758-91.9% | $69,733-77.9% |
| Participation rate | 90.2% | 61.7%+28.5pp | 79.8%+10.4pp | 62.5%+27.7pp |
| Annual return | 5.07% | 14.35%-9.3pp | 52.62%-47.5pp | 15.22%-10.1pp |
| Employer contribution / active EE | $5,360 | $1,695+216.2% | $4,767+12.4% | $2,250+138.2% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $1,700-100.0% | $20,388-100.0% | $3,102-100.0% |