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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 | $3,288 | $53,925-93.9% | $75,501-95.6% | $69,631-95.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.4%+27.6pp | 70.7%+29.3pp |
| Annual return | 25.29% | 17.84%+7.5pp | 27.35%-2.1pp | 27571.02%-27545.7pp |
| Employer contribution / active EE | $122 | $1,802-93.2% | $2,352-94.8% | $2,032-94.0% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $2 | $97-98.2% | $5,801-100.0% | $110-98.4% |