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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,100 | $104,479-78.8% | $159,474-86.1% | $79,391-72.2% |
| Participation rate | 96.1% | 76.6%+19.5pp | 82.8%+13.3pp | 70.7%+25.4pp |
| Annual return | 30.10% | 67.98%-37.9pp | 263.68%-233.6pp | 116.88%-86.8pp |
| Employer contribution / active EE | $557 | $3,417-83.7% | $4,831-88.5% | $2,428-77.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,802-100.0% | $627-99.9% |