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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,422 | $87,733-75.6% | $106,551-79.9% | $85,856-75.0% |
| Participation rate | 94.7% | 71.9%+22.7pp | 76.1%+18.5pp | 69.3%+25.3pp |
| Annual return | 13.55% | 21.86%-8.3pp | 26.80%-13.3pp | 318.58%-305.0pp |
| Employer contribution / active EE | $3,400 | $2,073+64.0% | $2,819+20.6% | $2,565+32.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |