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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,361 | $64,729-79.4% | $112,263-88.1% | $68,490-80.5% |
| Participation rate | 74.0% | 67.2%+6.8pp | 75.1%-1.1pp | 67.9%+6.1pp |
| Annual return | -15.84% | -11.40%-4.4pp | 27.49%-43.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,309 | $2,746-15.9% | $3,636-36.5% | $2,597-11.1% |
| Participant deferral / active EE | $2,140 | $3,566-40.0% | $4,729-54.8% | $4,028-46.9% |
| Admin fee / account holder | $142 | $5,222-97.3% | $6,410-97.8% | $5,403-97.4% |