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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 | $7,899 | $112,686-93.0% | $170,043-95.4% | $80,157-90.1% |
| Participation rate | 94.1% | 87.4%+6.8pp | 87.0%+7.1pp | 72.9%+21.2pp |
| Annual return | 0.00% | 67.04%-67.0pp | 53.40%-53.4pp | 40.39%-40.4pp |
| Employer contribution / active EE | $577 | $4,481-87.1% | $6,790-91.5% | $2,977-80.6% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,410-100.0% | $5,015-100.0% |
| Admin fee / account holder | $2 | $99-98.2% | $12,824-100.0% | $145-98.7% |