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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,657 | $99,957-92.3% | $149,730-94.9% | $73,493-89.6% |
| Participation rate | 98.8% | 75.7%+23.1pp | 82.5%+16.4pp | 70.7%+28.2pp |
| Annual return | 20.88% | 53.87%-33.0pp | 276.70%-255.8pp | 28.51%-7.6pp |
| Employer contribution / active EE | $1,542 | $3,191-51.7% | $4,645-66.8% | $2,270-32.1% |
| Participant deferral / active EE | $765 | $6,073-87.4% | $6,843-88.8% | $3,740-79.6% |
| Admin fee / account holder | $23 | $551-95.8% | $9,310-99.8% | $513-95.5% |