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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,719 | $52,467-81.5% | $57,196-83.0% | $55,167-82.4% |
| Participation rate | 97.0% | 75.8%+21.1pp | 75.3%+21.6pp | 69.0%+28.0pp |
| Annual return | 0.24% | 7.72%-7.5pp | 14.59%-14.4pp | 169.23%-169.0pp |
| Employer contribution / active EE | $1,093 | $2,477-55.9% | $2,683-59.3% | $1,963-44.3% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $82 | $269-69.4% | $3,141-97.4% | $504-83.7% |