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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,730 | $46,360-81.2% | $147,618-94.1% | $52,331-83.3% |
| Participation rate | 72.6% | 64.9%+7.7pp | 84.6%-12.0pp | 68.1%+4.5pp |
| Annual return | -1.26% | 1.62%-2.9pp | 61.98%-63.2pp | 4.54%-5.8pp |
| Employer contribution / active EE | $775 | $2,126-63.6% | $5,565-86.1% | $1,882-58.8% |
| Participant deferral / active EE | $965 | $2,258-57.2% | $4,895-80.3% | $3,022-68.1% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |