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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 | $12,537 | $36,916-66.0% | $156,551-92.0% | $57,658-78.3% |
| Participation rate | 76.3% | 63.4%+12.9pp | 84.0%-7.7pp | 70.2%+6.1pp |
| Annual return | 9.69% | 12.38%-2.7pp | 32.23%-22.5pp | 5.13%+4.6pp |
| Employer contribution / active EE | $966 | $1,571-38.5% | $5,501-82.4% | $1,974-51.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $30 | $82-63.8% | $13,028-99.8% | $95-68.4% |