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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $13,965 | $89,367-84.4% | $141,191-90.1% | $72,975-80.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 25.06% | 111.87%-86.8pp | 71.41%-46.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $1,994 | $3,115-36.0% | $4,736-57.9% | $2,440-18.3% |
| Participant deferral / active EE | $862 | $5,419-84.1% | $6,710-87.2% | $3,608-76.1% |
| Admin fee / account holder | $44 | $5,957-99.3% | $10,264-99.6% | $5,124-99.1% |