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Employer 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 | $9,860 | $50,666-80.5% | $76,657-87.1% | $65,185-84.9% |
| Participation rate | 94.9% | 68.8%+26.1pp | 72.1%+22.8pp | 70.2%+24.7pp |
| Annual return | 18.40% | 28.51%-10.1pp | 1166.74%-1148.3pp | 29.38%-11.0pp |
| Employer contribution / active EE | $115 | $1,575-92.7% | $2,303-95.0% | $2,177-94.7% |
| Participant deferral / active EE | $1,408 | $2,647-46.8% | $3,335-57.8% | $3,514-59.9% |
| Admin fee / account holder | $60 | $463-87.0% | $6,423-99.1% | $847-92.9% |