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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 | $10,791 | $61,391-82.4% | $149,723-92.8% | $71,529-84.9% |
| Participation rate | 97.9% | 62.5%+35.4pp | 78.8%+19.1pp | 67.9%+29.9pp |
| Annual return | 0.71% | 35.88%-35.2pp | 134.50%-133.8pp | 28.97%-28.3pp |
| Employer contribution / active EE | $4,349 | $2,384+82.4% | $4,821-9.8% | $2,590+67.9% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,264-100.0% | $13,215-100.0% | $1,588-100.0% |