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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 | $3,377 | $50,106-93.3% | $69,779-95.2% | $57,658-94.1% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | 11.82% | 14.58%-2.8pp | 12.99%-1.2pp | 5.13%+6.7pp |
| Employer contribution / active EE | $114 | $1,739-93.5% | $2,338-95.1% | $1,974-94.2% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $2 | $89-97.8% | $4,381-100.0% | $95-97.9% |