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Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,503 | $31,388+197.9% | $73,550+27.1% | $62,293+50.1% |
| Participation rate | 89.8% | 39.9%+49.9pp | 54.9%+34.9pp | 69.5%+20.3pp |
| Annual return | 0.00% | 25.34%-25.3pp | -15.16%+15.2pp | 28.90%-28.9pp |
| Employer contribution / active EE | $147 | $498-70.5% | $1,219-88.0% | $2,042-92.8% |
| Participant deferral / active EE | $0 | $1,028-100.0% | $1,804-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |