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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 | $50,462 | $64,324-21.6% | $118,914-57.6% | $79,856-36.8% |
| Participation rate | 87.4% | 64.9%+22.5pp | 75.4%+12.0pp | 69.6%+17.7pp |
| Annual return | 13.93% | 86.45%-72.5pp | 35.89%-22.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,789 | $1,836+51.9% | $3,264-14.6% | $2,471+12.8% |
| Participant deferral / active EE | $925 | $2,824-67.2% | $4,266-78.3% | $3,741-75.3% |
| Admin fee / account holder | $256 | $4,040-93.7% | $6,582-96.1% | $5,306-95.2% |