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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 | $21,975 | $73,009-69.9% | $90,760-75.8% | $68,486-67.9% |
| Participation rate | 94.7% | 70.8%+23.8pp | 75.7%+19.0pp | 67.9%+26.8pp |
| Annual return | 1.44% | -13.81%+15.2pp | -12.16%+13.6pp | -7.85%+9.3pp |
| Employer contribution / active EE | $3,827 | $2,193+74.5% | $2,922+31.0% | $2,597+47.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,444-100.0% | $5,404-100.0% |