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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 | $0 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -3.56% | -2.68%-0.9pp | 12.68%-16.2pp | -0.69%-2.9pp |
| Employer contribution / active EE | $2,329 | $18,045-87.1% | $22,860-89.8% | $16,786-86.1% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |