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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,319 | $65,125-76.5% | $143,797-89.3% | $66,949-77.1% |
| Participation rate | 94.0% | 65.2%+28.8pp | 80.3%+13.6pp | 69.8%+24.1pp |
| Annual return | -8.98% | -11.13%+2.2pp | -0.04%-8.9pp | 1.57%-10.5pp |
| Employer contribution / active EE | $188 | $2,362-92.1% | $4,952-96.2% | $2,545-92.6% |
| Participant deferral / active EE | $2,689 | $2,920-7.9% | $5,638-52.3% | $4,239-36.6% |
| Admin fee / account holder | $18 | $503-96.3% | $14,679-99.9% | $594-96.9% |