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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,425 | $91,474-68.9% | $135,982-79.1% | $71,529-60.3% |
| Participation rate | 71.1% | 75.7%-4.6pp | 81.9%-10.9pp | 67.9%+3.1pp |
| Annual return | 31.15% | 29.89%+1.3pp | 68.32%-37.2pp | 28.97%+2.2pp |
| Employer contribution / active EE | $1,188 | $3,705-67.9% | $4,859-75.5% | $2,590-54.1% |
| Participant deferral / active EE | $1,963 | $7,095-72.3% | $7,760-74.7% | $4,291-54.2% |
| Admin fee / account holder | $30 | $1,267-97.6% | $10,767-99.7% | $1,588-98.1% |