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Employer 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 | $3,551 | $48,277-92.6% | $63,244-94.4% | $55,191-93.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 71.0%+29.0pp | 69.2%+30.8pp |
| Annual return | 35.35% | 2.37%+33.0pp | -70.31%+105.7pp | 10.78%+24.6pp |
| Employer contribution / active EE | $31 | $1,592-98.1% | $2,322-98.7% | $1,899-98.4% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $2,953-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1 | $86-98.3% | $5,893-100.0% | $91-98.4% |