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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 | $17,034 | $52,467-67.5% | $57,196-70.2% | $55,167-69.1% |
| Participation rate | 78.3% | 75.8%+2.4pp | 75.3%+3.0pp | 69.0%+9.3pp |
| Annual return | 5.16% | 7.72%-2.6pp | 14.59%-9.4pp | 169.23%-164.1pp |
| Employer contribution / active EE | $28 | $2,477-98.9% | $2,683-99.0% | $1,963-98.6% |
| Participant deferral / active EE | $1,168 | $2,830-58.7% | $3,096-62.3% | $3,054-61.8% |
| Admin fee / account holder | $7 | $269-97.4% | $3,141-99.8% | $504-98.6% |