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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,529 | $76,112-82.2% | $96,544-86.0% | $71,529-81.1% |
| Participation rate | 99.3% | 74.4%+24.9pp | 76.0%+23.4pp | 67.9%+31.4pp |
| Annual return | 735.66% | 22.80%+712.9pp | 25.88%+709.8pp | 28.97%+706.7pp |
| Employer contribution / active EE | $230 | $2,248-89.8% | $2,966-92.3% | $2,590-91.1% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |