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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 | $35,462 | $88,137-59.8% | $164,975-78.5% | $74,429-52.4% |
| Participation rate | 97.5% | 73.1%+24.4pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | 0.00% | 17.13%-17.1pp | 70.12%-70.1pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $7,253 | $2,597+179.3% | $4,343+67.0% | $2,625+176.3% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |