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Employer 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 | $33,649 | $84,482-60.2% | $125,363-73.2% | $66,930-49.7% |
| Participation rate | 79.9% | 76.4%+3.4pp | 82.4%-2.5pp | 69.8%+10.0pp |
| Annual return | 26.61% | -8.49%+35.1pp | 572.15%-545.5pp | 1.57%+25.0pp |
| Employer contribution / active EE | $360 | $3,553-89.9% | $4,815-92.5% | $2,545-85.9% |
| Participant deferral / active EE | $0 | $6,782-100.0% | $7,447-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,005-100.0% | $593-100.0% |