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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 | $19,659 | $84,499-76.7% | $125,391-84.3% | $66,949-70.6% |
| Participation rate | 98.2% | 76.4%+21.8pp | 82.4%+15.8pp | 69.8%+28.4pp |
| Annual return | 12.71% | -8.49%+21.2pp | 572.41%-559.7pp | 1.57%+11.1pp |
| Employer contribution / active EE | $6,027 | $3,554+69.6% | $4,816+25.2% | $2,545+136.8% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $24 | $685-96.5% | $10,009-99.8% | $594-95.9% |