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Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,343-66.1% | $150,298-89.8% | $67,986-77.4% |
| Participation rate | 90.2% | 51.9%+38.3pp | 77.8%+12.4pp | 57.2%+33.0pp |
| Annual return | 5.07% | 33.28%-28.2pp | 62.79%-57.7pp | 31.67%-26.6pp |
| Employer contribution / active EE | $5,360 | $1,462+266.6% | $4,154+29.0% | $2,019+165.5% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $2,250-100.0% | $14,116-100.0% | $3,203-100.0% |