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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 | $43,749-64.8% | $158,223-90.3% | $65,306-76.4% |
| Participation rate | 90.2% | 56.9%+33.3pp | 79.2%+11.0pp | 57.7%+32.5pp |
| Annual return | 5.07% | 19.41%-14.3pp | 52.09%-47.0pp | 21.94%-16.9pp |
| Employer contribution / active EE | $5,360 | $1,497+257.9% | $4,109+30.4% | $1,967+172.4% |
| Participant deferral / active EE | $0 | $2,019-100.0% | $5,467-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $1,930-100.0% | $16,047-100.0% | $3,480-100.0% |