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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 | $7,962 | $84,236-90.5% | $170,435-95.3% | $70,126-88.6% |
| Participation rate | 98.8% | 70.8%+27.9pp | 83.6%+15.2pp | 69.5%+29.2pp |
| Annual return | 12.47% | 23.06%-10.6pp | 205.94%-193.5pp | 73.15%-60.7pp |
| Employer contribution / active EE | $667 | $3,387-80.3% | $5,432-87.7% | $2,343-71.5% |
| Participant deferral / active EE | $538 | $3,086-82.6% | $4,939-89.1% | $3,332-83.8% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |