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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 | $10,955 | $46,732-76.6% | $156,552-93.0% | $55,167-80.1% |
| Participation rate | 88.7% | 65.8%+22.9pp | 84.0%+4.7pp | 69.0%+19.7pp |
| Annual return | 10.49% | 17.72%-7.2pp | 32.23%-21.7pp | 169.23%-158.7pp |
| Employer contribution / active EE | $504 | $2,105-76.0% | $5,501-90.8% | $1,963-74.3% |
| Participant deferral / active EE | $400 | $2,204-81.9% | $4,871-91.8% | $3,054-86.9% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |