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Participant 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 | $3,538 | $42,546-91.7% | $71,796-95.1% | $55,167-93.6% |
| Participation rate | 90.5% | 59.1%+31.4pp | 69.1%+21.4pp | 69.0%+21.5pp |
| Annual return | 7.33% | 12.36%-5.0pp | 78.04%-70.7pp | 169.23%-161.9pp |
| Employer contribution / active EE | $293 | $803-63.5% | $1,924-84.8% | $1,963-85.1% |
| Participant deferral / active EE | $667 | $2,064-67.7% | $2,794-76.1% | $3,054-78.2% |
| Admin fee / account holder | $4 | $650-99.4% | $4,815-99.9% | $504-99.2% |