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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 | $3,470 | $49,451-93.0% | $79,580-95.6% | $66,938-94.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | 0.61% | 84.25%-83.6pp | 0.15%+0.5pp | 1.58%-1.0pp |
| Employer contribution / active EE | $728 | $1,266-42.5% | $2,413-69.8% | $2,545-71.4% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |