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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 | $18,670 | $50,637-63.1% | $86,582-78.4% | $62,293-70.0% |
| Participation rate | 75.8% | 67.9%+7.9pp | 73.5%+2.2pp | 69.5%+6.3pp |
| Annual return | 17.61% | 20.80%-3.2pp | 965.08%-947.5pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,194 | $2,611-54.3% | $3,609-66.9% | $3,169-62.3% |
| Admin fee / account holder | $43 | $413-89.5% | $4,904-99.1% | $479-90.9% |