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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 | $10,988 | $57,976-81.0% | $63,018-82.6% | $62,293-82.4% |
| Participation rate | 98.4% | 75.9%+22.5pp | 74.8%+23.6pp | 69.5%+28.9pp |
| Annual return | 10.96% | 17.54%-6.6pp | 87.62%-76.7pp | 28.90%-17.9pp |
| Employer contribution / active EE | $1,067 | $2,415-55.8% | $2,761-61.3% | $2,042-47.7% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $81 | $276-70.5% | $3,601-97.7% | $479-83.0% |