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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,853 | $45,087-9.4% | $69,483-41.2% | $72,976-44.0% |
| Participation rate | 77.3% | 68.5%+8.8pp | 74.6%+2.7pp | 69.5%+7.8pp |
| Annual return | 6.18% | 22.67%-16.5pp | 28.99%-22.8pp | 81.02%-74.8pp |
| Employer contribution / active EE | $1,055 | $2,055-48.6% | $2,780-62.0% | $2,440-56.7% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $30 | $3,057-99.0% | $3,841-99.2% | $5,124-99.4% |