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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 | $4,880 | $155,795-96.9% | $136,298-96.4% | $69,631-93.0% |
| Participation rate | 94.2% | 75.2%+19.0pp | 81.9%+12.3pp | 70.7%+23.5pp |
| Annual return | 27.25% | 232464.33%-232437.1pp | 5156.27%-5129.0pp | 27571.02%-27543.8pp |
| Employer contribution / active EE | $853 | $2,991-71.5% | $4,696-81.8% | $2,032-58.0% |
| Participant deferral / active EE | $500 | $5,394-90.7% | $6,247-92.0% | $3,224-84.5% |
| Admin fee / account holder | $18 | $128-86.3% | $9,244-99.8% | $110-84.1% |