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Participant 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 | $16,340 | $81,208-79.9% | $98,920-83.5% | $79,856-79.5% |
| Participation rate | 96.6% | 72.5%+24.1pp | 76.0%+20.6pp | 69.6%+27.0pp |
| Annual return | 29.49% | 60.99%-31.5pp | 196.47%-167.0pp | 31.71%-2.2pp |
| Employer contribution / active EE | $2,057 | $1,960+5.0% | $2,689-23.5% | $2,471-16.8% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |