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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,293 | $55,470-86.9% | $155,556-95.3% | $74,478-90.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.79% | 269.80%-257.0pp | 64.84%-52.0pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $990 | $2,267-56.3% | $4,675-78.8% | $2,626-62.3% |
| Participant deferral / active EE | $1,509 | $2,838-46.8% | $5,631-73.2% | $4,350-65.3% |
| Admin fee / account holder | $9 | $1,744-99.5% | $15,885-99.9% | $1,946-99.5% |