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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 | $12,498 | $55,437-77.5% | $155,534-92.0% | $74,459-83.2% |
| Participation rate | 99.3% | 61.9%+37.4pp | 78.2%+21.1pp | 67.2%+32.1pp |
| Annual return | 3.23% | 269.58%-266.4pp | 64.92%-61.7pp | 1369.70%-1366.5pp |
| Employer contribution / active EE | $4,879 | $2,266+115.3% | $4,675+4.4% | $2,626+85.8% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,742-100.0% | $15,900-100.0% | $1,945-100.0% |