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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,603 | $47,977-77.9% | $154,108-93.1% | $56,289-81.2% |
| Participation rate | 98.1% | 66.2%+31.9pp | 83.0%+15.0pp | 69.9%+28.2pp |
| Annual return | 1.31% | 3.54%-2.2pp | 735.21%-733.9pp | -9.96%+11.3pp |
| Employer contribution / active EE | $811 | $2,169-62.6% | $5,298-84.7% | $2,111-61.6% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |