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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 | $5,089 | $51,096-90.0% | $100,712-94.9% | $71,012-92.8% |
| Participation rate | 86.8% | 47.0%+39.8pp | 69.3%+17.5pp | 58.6%+28.2pp |
| Annual return | 37.39% | 16.42%+21.0pp | 33.27%+4.1pp | 37.67%-0.3pp |
| Employer contribution / active EE | $0 | $1,127-100.0% | $2,313-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $1,253 | $1,937-35.3% | $4,085-69.3% | $3,246-61.4% |
| Admin fee / account holder | $2 | $2,179-99.9% | $9,256-100.0% | $1,167-99.8% |