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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 | $43,496-64.6% | $161,489-90.5% | $64,340-76.1% |
| Participation rate | 90.2% | 53.5%+36.7pp | 78.7%+11.5pp | 55.2%+34.9pp |
| Annual return | 5.07% | 20.76%-15.7pp | 89.72%-84.6pp | 24.14%-19.1pp |
| Employer contribution / active EE | $5,360 | $1,431+274.6% | $4,268+25.6% | $1,862+187.9% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $2,330-100.0% | $16,006-100.0% | $3,703-100.0% |