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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,339 | $69,383+154.2% | $101,271+74.1% | $73,493+139.9% |
| Participation rate | 97.4% | 68.4%+29.0pp | 75.8%+21.6pp | 70.7%+26.7pp |
| Annual return | 0.00% | 18.46%-18.5pp | 46.48%-46.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $5,263 | $2,628+100.2% | $3,660+43.8% | $2,270+131.8% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |