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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 | $14,741 | $71,142-79.3% | $119,622-87.7% | $64,819-77.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | 0.00% | -10.01%+10.0pp | -14.98%+15.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $14,741 | $2,497+490.2% | $4,232+248.3% | $2,507+488.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,328-100.0% | $188-100.0% |