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Annual investment return 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 | $6,457 | $51,769-87.5% | $57,356-88.7% | $52,331-87.7% |
| Participation rate | 99.2% | 75.2%+24.0pp | 75.1%+24.1pp | 68.1%+31.1pp |
| Annual return | -9.12% | 2.43%-11.5pp | 24.41%-33.5pp | 4.54%-13.7pp |
| Employer contribution / active EE | $2,728 | $2,335+16.8% | $2,689+1.5% | $1,882+45.0% |
| Participant deferral / active EE | $3,366 | $2,794+20.5% | $3,162+6.5% | $3,022+11.4% |
| Admin fee / account holder | $5 | $295-98.2% | $3,357-99.8% | $592-99.1% |