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Participant contribution per participant 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 | $14,458 | $58,655-75.4% | $91,994-84.3% | $65,186-77.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | 65.05% | 33.92%+31.1pp | 69.04%-4.0pp | 29.39%+35.7pp |
| Employer contribution / active EE | $1,292 | $2,080-37.9% | $3,453-62.6% | $2,177-40.6% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,924-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3 | $434-99.3% | $7,744-100.0% | $847-99.6% |