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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 | $13,267 | $46,173-71.3% | $170,435-92.2% | $69,631-80.9% |
| Participation rate | 76.8% | 63.9%+12.9pp | 83.6%-6.8pp | 70.7%+6.1pp |
| Annual return | 14.19% | 21.62%-7.4pp | 205.94%-191.7pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $968 | $1,610-39.8% | $5,432-82.2% | $2,032-52.3% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $52 | $116-55.5% | $13,881-99.6% | $110-53.2% |