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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,812 | $98,982-85.0% | $162,177-90.9% | $65,185-77.3% |
| Participation rate | 87.9% | 85.8%+2.2pp | 87.6%+0.4pp | 70.2%+17.7pp |
| Annual return | 34.43% | 24.84%+9.6pp | 115.60%-81.2pp | 29.38%+5.0pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,160 | $5,384+14.4% | $7,297-15.6% | $3,514+75.3% |
| Admin fee / account holder | $9 | $596-98.5% | $10,843-99.9% | $847-99.0% |