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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 | $4,567 | $52,961-91.4% | $172,752-97.4% | $65,185-93.0% |
| Participation rate | 93.8% | 66.2%+27.6pp | 82.6%+11.2pp | 70.2%+23.6pp |
| Annual return | 16.92% | 30.12%-13.2pp | 802.97%-786.1pp | 29.38%-12.5pp |
| Employer contribution / active EE | $1,368 | $2,190-37.5% | $5,144-73.4% | $2,177-37.1% |
| Participant deferral / active EE | $613 | $2,471-75.2% | $5,198-88.2% | $3,514-82.5% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |