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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 | $9,899 | $47,163-79.0% | $149,696-93.4% | $74,460-86.7% |
| Participation rate | 95.7% | 63.4%+32.2pp | 78.8%+16.9pp | 70.7%+24.9pp |
| Annual return | 18.67% | 22.75%-4.1pp | 134.46%-115.8pp | 34.38%-15.7pp |
| Employer contribution / active EE | $242 | $1,907-87.3% | $4,821-95.0% | $2,638-90.8% |
| Participant deferral / active EE | $1,282 | $2,730-53.0% | $5,682-77.4% | $4,530-71.7% |
| Admin fee / account holder | $0 | $343-100.0% | $13,212-100.0% | $348-100.0% |