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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 | $4,060 | $65,092-93.8% | $143,799-97.2% | $66,938-93.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.85% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $926 | $2,362-60.8% | $4,952-81.3% | $2,545-63.6% |
| Participant deferral / active EE | $1,842 | $2,920-36.9% | $5,638-67.3% | $4,238-56.5% |
| Admin fee / account holder | $19 | $502-96.2% | $14,677-99.9% | $594-96.8% |