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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,308 | $41,016-82.2% | $152,093-95.2% | $64,097-88.6% |
| Participation rate | 93.1% | 51.3%+41.8pp | 77.8%+15.4pp | 55.2%+37.9pp |
| Annual return | 14.03% | 39.60%-25.6pp | 66.36%-52.3pp | 34.64%-20.6pp |
| Employer contribution / active EE | $483 | $1,342-64.0% | $4,175-88.4% | $1,891-74.5% |
| Participant deferral / active EE | $293 | $1,927-84.8% | $5,451-94.6% | $3,080-90.5% |
| Admin fee / account holder | $8 | $2,305-99.7% | $14,497-99.9% | $3,454-99.8% |