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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 | $1,106 | $32,085-96.6% | $40,145,923-100.0% | $57,658-98.1% |
| Participation rate | 90.6% | 66.0%+24.6pp | 68.4%+22.2pp | 70.2%+20.4pp |
| Annual return | 0.00% | 9.60%-9.6pp | 5.24%-5.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $804 | $1,179-31.8% | $1,844-56.4% | $1,974-59.2% |
| Participant deferral / active EE | $216 | $1,957-89.0% | $2,591-91.7% | $3,061-93.0% |
| Admin fee / account holder | $0 | $75-100.0% | $2,903-100.0% | $95-100.0% |